JPMorgan Chase
J.P. Morgan Advisors - Client Service Manager - Portland, OR
Portland, OR · Manager · Full-time · Posted Oct 30, 2026
- Experience
- Minimum of 3 years financial services management experience; experience in the training field or as a branch administrator in financial services.
- Education
- Degree in Business, Finance, or other related business discipline.
About the job
Manages branch sales support and administrative staff while leading training, process improvement, and branch initiatives for J.P. Morgan Advisors.
What you'll do
- Lead, recruit, onboard, train, supervise, and evaluate administrative and sales support staff; manage performance and staffing matters.
- Partner with branch and firm leaders to advance strategic initiatives, improve processes, and resolve day-to-day issues.
- Manage staff human resources, benefits, attendance, and vacation, escalating supervisory matters when needed.
What they ask for
- FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or obtained within 180 days from start date.
- Degree in Business, Finance, or another related business discipline.
- Minimum of 3 years financial services management experience and experience in training or as a financial services branch administrator.
- Understanding of wealth management, sales force, investment products, KYC, and regulatory requirements; working knowledge of PowerPoint, Word, and Excel.
Nice to have
- Strong interpersonal and communication skills, including ability to work with sales teams and senior management.
- Attention to detail, analytical skills, and ability to perform in a fast-paced, deadline-driven environment.
Tools
PowerPoint, Word, Excel
Model-written summary · the original posting is authoritative