Position Overview
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a **Client Development Team Leader** within our dynamic team, you will be responsible for coaching, motivating, and guiding Licensed Professionals to provide an exceptional and welcoming experience for potential investors and new clients. Your team will collaborate closely with newly on boarded clients during the crucial initial 120 days of a new client relationship, aiming to fulfill their comprehensive service needs and familiarize them with the products, services, and platforms that best match their financial requirements. Your team will handle both inbound and outbound calls to clients and prospects, and introduce potential clients to advisors to strengthen their overall relationship.
**Job Responsibilities:**
+ Leverage your leadership and co...