What are the responsibilities and job description for the Vice President, J.P. Morgan Private Client – Client Experience Specialist Training & Coaching position at JPMorganChase?
Job Description
J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorgan Chase’s expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. J.P. Morgan Private Client is growing amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating a continuum between Chase Private Client and J.P. Morgan Private Bank. As a member of this new team, you will participate in establishing a new business for J.P. Morgan Chase.
As a Vice President focused on Client Service Training and Coaching for J.P. Morgan Private Client, you will support the strategy and execution of a Client Experience Specialist (CES) center of excellence which includes talent acquisition strategy, service training, and new CES onboarding. In addition, you will support training for Relationship Managers (RMs).
Job Responsibilities
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorgan Chase’s expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. J.P. Morgan Private Client is growing amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating a continuum between Chase Private Client and J.P. Morgan Private Bank. As a member of this new team, you will participate in establishing a new business for J.P. Morgan Chase.
As a Vice President focused on Client Service Training and Coaching for J.P. Morgan Private Client, you will support the strategy and execution of a Client Experience Specialist (CES) center of excellence which includes talent acquisition strategy, service training, and new CES onboarding. In addition, you will support training for Relationship Managers (RMs).
Job Responsibilities
- Supporting management and execution of CES onboarding end-to-end, knowledge and skill development, client experience, and all controls-related processes and requirements
- Helping develop high impact programing resulting in exceptional Client Experience Specialists able to support successful businesses through client acquisition and deepening existing client relationships
- Working with the Sales Strategy team and Client Experience Managers to design and deploy effective service training and coaching programs resulting in exceptional client outcomes and supporting consistent business growth
- Develop and deliver service training and coaching
- Facilitating a range of training and coaching programs to support Client Experience Specialists at all stages of their development
- Deliver train-the-trainer and coach-the-coach programs to Client Experience Managers to enable them to deliver coaching and programming at scale
- Direct experience working with affluent clients and/or subject matter expertise in the affluent wealth market, hospitality or client service
- Knowledge of affluent market and key drivers of client experience success
- At least 5 years financial services experience with direct service training and coaching experience as well as a strong consultative background
- Proficiency with individual and group coaching as well as facilitation of training in person and virtually
- Exceptional communication skills, effective in presenting recommendations to senior management and capable of influencing multiple stakeholders
- Demonstrated ability to manage and prioritize multiple tasks and projects simultaneously with a strong attention to detail
- Proactive; takes initiative to identify solutions; executes with a sense of urgency
- Excellent relationship management skills and ability to navigate a large, complex organization
- Intellectually curious, client-first mindset, team-oriented, and high energy level
- Experience anticipating and proactively addressing management concerns
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Salary : $99,750 - $165,000