Team Lead, Customer Service VP – Asset Wealth Management

Job description

Description: As a Team Lead in Customer Service for Asset Wealth Management, you will oversee a team of customer service professionals, ensuring the delivery of exceptional service to our clients. You will act as a primary escalation point, coach and mentor team members, and drive operational excellence. Your leadership will support both clients and your team in their financial journeys, fostering a collaborative and high-performing environment. Job Responsibilities: - Lead, coach, and develop a team of Customer Service Analysts to deliver outstanding service to Wealth Management clients. - Serve as the primary escalation point for complex client queries and challenging conversations, including complaints. - Monitor team performance, provide feedback, and implement training to enhance customer service and product knowledge. - Foster a client-focused culture, ensuring all interactions via phone and email are handled professionally and efficiently. - Collaborate with other departments to resolve client issues and drive cross-functional solutions. - Support cross-selling and referral initiatives, guiding the team to connect clients with other JPMC lines of business for in-depth wealth...