Full-Time

Client Service Group Manager

Vice President

JP Morgan Chase

JP Morgan Chase

10,001+ employees

Global financial services with diversified offerings

Compensation Overview

$118.8k - $185k/yr

New York, NY, USA + 1 more

More locations: White Plains, NY, USA

In Person

Category
Operations & Logistics (1)
Required Skills
Word/Pages/Docs
Salesforce
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date
  • Degree in Business, Finance, or other related business discipline
  • Minimum of 3 years financial services management experience
  • Experience in the training field or branch administrator in financial services
  • Understanding of wealth management business, sales force, and investment products
  • Knowledge and understanding of KYC and Regulatory requirements
  • Project management, problem-solving and time management skills
  • Experience with facilitating training sessions (both classroom and virtual)
  • Strong working knowledge of PowerPoint, Word, Excel
Responsibilities
  • Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director
  • Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present
  • Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices
  • Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
  • Partner with functional groups across the line of business on process improvement and day to day problem solving
  • Supervise and manage human resources, benefits issues, attendance, and vacation
  • Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues
Desired Qualifications
  • Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team. Ability to interface with people at different levels within the organization and various locations.
  • Excellent verbal and written communication skills. Ability to multi-task and work well under pressure. Prior experience in meeting deadlines and exceeding expectations. Ability to perform well in a deadline-driven, fast-paced environment.
  • High attention to detail, good analytical skills, must be a team player

A global financial services firm offering investment banking, asset management, private equity, financial services, and consumer banking to individuals and institutions. It works by providing advisory, lending, trading, and financing services through a worldwide network, earning revenue from interest, fees, and trading commissions, and using its data and the JPMorgan Chase Institute to analyze economies. It stands apart from peers due to its size, full-range services across consumer and corporate markets, extensive market access, and in-house data-driven insights. Its goal is to deliver comprehensive financial products with integrity and growth while supporting clients and communities through data-backed analysis and targeted programs.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

Simplify Jobs

Simplify's Take

What believers are saying

  • Institutional clients migrate treasury activity to JPMorgan's blockchain infrastructure, generating recurring fees.
  • AI investment of $2B annually drives operational efficiency without workforce reduction, improving margins.
  • 23% return on tangible common equity with 71M digital customers supports sustained profitability growth.

What critics are saying

  • Starmer's ouster triggers £9.9B London Canary Wharf project cancellation if successor government hostile.
  • SEC reverses yield-bearing tokenized asset rules, forcing Kinexys platform redemption and client litigation.
  • Branch expansion into low-income markets increases credit losses and fraud exposure in underserved segments.

What makes JP Morgan Chase unique

  • Tokenized fund leadership on Ethereum with $32B RWA market capturing institutional treasury migration.
  • Coordinated fraud prevention ecosystem through $14M philanthropic investment complementing internal AI defenses.
  • Geographic branch expansion into 500 locations by 2027 targeting underserved rural communities.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Company News

Dr.Web
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Project Prometheus, an AI laboratory co-founded by Jeff Bezos, has closed a funding round of €8.7 billion at a €33 billion valuation. Investors include JPMorgan and BlackRock. Bezos returns to an operational role alongside co-CEO Vikram Bajaj, a quantum physicist. The funding round was expanded from an initial €5.4 billion due to high demand. The company is headquartered in San Francisco with offices in London and Zürich. Unlike language-focused AI labs, Prometheus develops AI systems that understand physical laws for industrial applications, including materials research, fluid simulation and robotic manipulation. The company plans to establish a holding structure to acquire industrial companies that could benefit from its AI technology, following a Berkshire Hathaway-style model. The Zürich office positions Prometheus as a competitor for talent in the DACH region's engineering sector.

Mettis Global Link
Apr 16th, 2026
Pakistan signals return to global capital markets after four years.

Pakistan signals return to global capital markets after four years. MG News | April 16, 2026 at 09:33 AM GMT+05:00 April 16, 2026 (MLN): Pakistan signaled its intention to return to international capital markets after a gap of around four years, with plans to issue rupee-linked, dollar-denominated instruments under its Global Medium-Term Note (GMTN) programme. The move comes as part of broader efforts to strengthen external financing, alongside preparations for the country's first Panda Bond issuance supported by agreements with multilateral lenders, according to a press release issued. Federal Minister for Finance and Revenue, Senator Muhammad Aurangzeb, shared these developments during a meeting with senior representatives of JP Morgan Chase on the sidelines of the World Bank-IMF Spring Meetings in Washington, D.C. He also briefed the delegation on counter-indemnity agreements signed with the Asian Development Bank (ADB) and the Asian Infrastructure Investment Bank (AIIB), expressed appreciation for financial support from the Kingdom of Saudi Arabia, and assured that the financing proposals and market options discussed would be carefully reviewed. In a separate engagement on the sidelines of the meetings, finance minister Aurangzeb held discussions with senior leadership of Franklin Templeton, where he said Pakistan would soon initiate requests for proposals (RFPs) to appoint lead managers for potential issuances under the GMTN programme. He emphasized that any return to global markets would be "selective" in pricing and timing, reflecting sensitivity to global interest rate trends and investor sentiment. The finance minister described the planned market re-entry as a potential turning point in Pakistan's external financing strategy, aimed at rebuilding investor confidence after a prolonged period of economic strain and reliance on bilateral and multilateral support. A successful issuance, he noted, could help diversify funding sources and signal improving macroeconomic stability. He also outlined progress on a broad privatization agenda, stating that nearly 30 state-owned enterprises have been transferred to the Privatization Commission. The government is advancing plans to outsource major airports, including those in Islamabad, Karachi, and Sialkot, and is exploring the sale of electricity distribution companies to improve efficiency and reduce fiscal pressures. Highlighting a shift in policy on digital assets, the minister confirmed the establishment of the Pakistan Virtual Assets Regulatory Authority (PVARA) and the issuance of No Objection Certificates to global platforms such as Binance. He added that the State Bank of Pakistan has withdrawn its 2018 restrictions on the use of banking channels for cryptocurrency transactions, indicating a more accommodative regulatory approach. The finance minister also expressed interest in collaborating with Franklin Templeton on capacity-building initiatives, including structured training programmes for officials from the Ministry of Finance and the State Bank of Pakistan, as part of efforts to strengthen institutional expertise in managing modern financial markets.

Yahoo Finance
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JPMorgan beats expectations with $5.94 per share earnings as revenue climbs 10% to $50.5B

JPMorgan has reported strong first-quarter results, with earnings of $5.94 per share beating expectations and revenue reaching $50.5 billion, up nearly 10% year-on-year. The bank demonstrated balanced growth across its operations. Net interest income rose 9% to $25.5 billion, whilst noninterest revenue, including fees and trading, increased 11% to $25.1 billion. Credit quality remains solid, with provisions for losses at $2.5 billion, lower than the previous year, and charge-offs remaining flat. The bank recorded a small reserve build, though nothing indicating significant stress. Shares rose in premarket trading following the announcement.

Yahoo Finance
Apr 14th, 2026
Banks report strong profits but warn of rising energy prices hitting consumers

America's largest banks reported strong first-quarter profits driven by robust investment banking activity and a resilient economy, though executives warned about mounting risks from rising energy prices and geopolitical uncertainty. JPMorgan Chase posted a profit of $16.49 billion, up 13% year-on-year, whilst Wells Fargo earned $5.25 billion and Citigroup reported $5.79 billion. Investment banking fees surged, with JPMorgan seeing a 30% jump and Citigroup a 12% increase in advisory fees, fuelled by market volatility and corporate dealmaking. However, JPMorgan CEO Jamie Dimon cautioned about "an increasingly complex set of risks", including wars, energy prices and trade tensions. Wells Fargo noted customers allocating more spending to petrol whilst cutting discretionary purchases, signalling potential downstream economic impacts from elevated oil prices.

The Associated Press
Apr 14th, 2026
Banks report strong Q1 profits but warn rising energy prices threaten consumer spending

America's largest banks reported strong first-quarter profits driven by investment banking activity and a resilient economy, but executives warned about emerging economic headwinds from rising energy prices and geopolitical uncertainty. JPMorgan Chase posted a 13% profit increase to $16.49 billion, with investment banking fees jumping 30%. Wells Fargo earned $5.25 billion whilst Citigroup reported $5.79 billion in profits. The gains came amid market volatility and increased merger activity. However, JPMorgan CEO Jamie Dimon cited "an increasingly complex set of risks" including wars, energy prices and trade tensions. Wells Fargo's CFO noted consumers allocating more spending towards petrol whilst reducing discretionary purchases. Dimon warned that higher oil prices' impact "will likely take some time to materialise" if they persist.