At a Glance
- Tasks: Lead a team to deliver exceptional client service in brokerage and support complex inquiries.
- Company: Join JPMorgan Personal Investing, a leading digital wealth manager with a start-up vibe.
- Benefits: Competitive salary, career development, and a supportive, inclusive work culture.
- Other info: Dynamic environment with opportunities for growth and process improvement.
- Why this job: Make a real impact by empowering clients to maximise their investments through innovative solutions.
- Qualifications: Strong investment knowledge and proven leadership skills are essential.
The predicted salary is between 60000 - 80000 £ per year.
JPMorgan Personal Investing, Europe's leading Digital Wealth Manager with over £7 billion Assets Under Management and 260,000+ global investors, operates with the agility of a start-up within a leading financial institution. We're on a mission to ethically disrupt the UK financial services market, empowering our customers to maximize their money through our innovative mobile banking app and dedicated customer support. As a J.P. Morgan company, we complement Chase's digital bank in the UK, focusing on customer‑centric offerings in investments and digital wealth management.
As a JPMorgan Personal Investing Client Service Brokerage Manager in JPMorgan Personal Investing Client Service, you lead and develop a team of client service specialists to deliver consistently strong client outcomes in brokerage. You shape an engaging, inclusive, high-performing culture while running day-to-day operations and supporting your team through complex client needs and escalations. You partner across the firm to remove obstacles, improve processes, and deliver results with strong risk, controls, compliance, and regulatory standards.
Responsibilities- Lead day-to-day team operations, including coaching, timekeeping, recognition, performance management, and disciplinary actions when needed.
- Create an engaging, inclusive employee experience and a culture where people feel supported to do their best work.
- Support brokerage service inquiries across core topics such as corporate actions, security pricing and quotes, fees and charges, and trade economics.
- Guide the team on client inquiries related to tradable instruments and product eligibility, including equities, exchange‑traded funds, and mutual funds.
- Handle client escalations, complaints, and complex service inquiries with professionalism and empathy through to resolution.
- Conduct call observations and quality reviews to improve service delivery and client outcomes.
- Develop employees through regular coaching and career development conversations.
- Recruit and onboard new team members through structured interviewing and onboarding support.
- Schedule strategically and provide real-time floor support to meet service levels and operational needs.
- Resolve issues through research, investigation, and follow‑through with appropriate partners.
- Drive process improvements and projects while maintaining a strong risk and controls environment.
- Demonstrated business and investment knowledge, including knowledge of investment products.
- Proven ability to partner, network, and influence stakeholders to drive outcomes.
- Strong capability to motivate, coach, and develop employees at individual and team levels.
- Ability to manage multiple priorities in a fast‑paced environment and adapt quickly to change.
- Consistent risk mindset and strong compliance record while delivering results with proper risk management.
- Strong communication skills with a highly professional presence, including presenting information clearly.
- Experience leading quality assurance and coaching programs.
Client Service Brokerage Manager in City of Westminster employer: Jpmorgan Chase & Co.
JPMorgan Personal Investing is an exceptional employer, offering a dynamic work environment that combines the agility of a start-up with the stability of a leading financial institution. Employees benefit from a culture that prioritises inclusivity and engagement, alongside ample opportunities for professional growth and development within the rapidly evolving digital wealth management sector. With a commitment to ethical practices and innovative solutions, team members are empowered to make a meaningful impact while enjoying comprehensive support and resources in their roles.