J.P. Morgan Wealth Management - Client Service Team Lead - Louisville, KY, Lexington, KY, Indianapolis, IN
On-site · Indianapolis, Indiana, United States or Louisville, Kentucky, United States
Job Summary
Lead onboarding and training for Private Client Investment Associates, conducting workshops to boost skills and effectiveness. Identify and implement best practices to exceed client expectations and foster a culture of client obsession. Provide field feedback to practice management and serve as a liaison between associates, advisors, and market directors. Review time/attendance, maintain the Independent Advisor coverage report, and track revenue share agreements. Assist in resolving technology issues to ensure smooth operations. Strengthen relationships with internal partners (One Chase, branch leadership) to enhance the employee experience and drive an inclusive culture. Travel up to 25%.
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