Client Service Manager Jobs at JPMorganChase with Visa Sponsorship
Client Service Manager jobs at JPMorganChase sit at the intersection of financial services and relationship management, covering institutional clients, treasury, and investment operations. JPMorganChase has a well-established infrastructure for sponsoring skilled professionals in this function across multiple visa categories.
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Get Access To All JobsJob Description
Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in J.P. Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch. You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P. Morgan Advisors office. This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.
Job 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.
Required Qualifications, Capabilities, And Skills
- 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.
Preferred Qualifications, Capabilities, And Skills
- 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.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Job Description
Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in J.P. Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch. You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P. Morgan Advisors office. This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.
Job 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.
Required Qualifications, Capabilities, And Skills
- 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.
Preferred Qualifications, Capabilities, And Skills
- 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.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See all Client Service Manager Jobs at JPMorganChase
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Get Access To All JobsTips for Finding Client Service Manager Jobs at JPMorganChase
Align your credentials to specialty occupation standards
Client Service Manager roles at JPMorganChase typically require a bachelor's degree in finance, business, or a related field. Make sure your transcripts and any foreign degree evaluations clearly map your coursework to those disciplines before applying.
Target lines of business with consistent hiring
JPMorganChase's Commercial Banking, Treasury Services, and Asset Management divisions consistently post Client Service Manager openings. Focus your search on these segments, where client-facing sponsorship roles have the deepest hiring pipelines.
Use Migrate Mate to filter verified sponsoring roles
Not every Client Service Manager posting at JPMorganChase signals active sponsorship willingness. Use Migrate Mate to surface roles where JPMorganChase has a documented sponsorship track record for this specific function.
Ask about LCA filing timelines during offer negotiations
JPMorganChase's legal team files the Labor Condition Application with DOL before submitting your H-1B petition to USCIS. Confirm your start date accounts for LCA certification time, typically seven business days, plus USCIS adjudication on top.
Understand how PERM applies to your career trajectory
If your goal is a Green Card through employment, JPMorganChase sponsors EB-2 and EB-3 petitions for qualifying staff. PERM recruitment requirements mean the process starts months before filing, so raise this early with your hiring team.
Prepare client-facing experience evidence before interviews
JPMorganChase evaluates Client Service Manager candidates heavily on documented client relationship outcomes. Prepare concrete examples of portfolio management, issue resolution, or client retention before your interviews to strengthen both your candidacy and your visa petition narrative.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Client Service Managers?
Yes, JPMorganChase sponsors H-1B visas for Client Service Manager roles. The company has an established immigration program that handles petitions across its major divisions. Sponsorship is typically initiated after a formal offer, with JPMorganChase's legal team managing the LCA filing with DOL and the I-129 petition with USCIS.
Which visa types does JPMorganChase use for Client Service Manager roles?
JPMorganChase sponsors H-1B, H-1B1 visa, and E-3 visas for Client Service Manager positions, depending on your nationality. Australian citizens are eligible for the E-3 category. For permanent residence, JPMorganChase also sponsors EB-2 and EB-3 Green Card petitions for qualifying employees in this function after a period of employment.
How do I apply for Client Service Manager jobs at JPMorganChase?
You can apply directly through JPMorganChase's careers portal or browse verified sponsorship-eligible postings on Migrate Mate, which filters specifically for roles where JPMorganChase has sponsored visas for this function. Tailor your resume to highlight client relationship management, financial product knowledge, and any relevant certifications before submitting.
What qualifications does JPMorganChase expect for a Client Service Manager role?
JPMorganChase typically expects a bachelor's degree in finance, business administration, economics, or a related field, along with demonstrated experience managing institutional or commercial client relationships. Familiarity with treasury products, investment operations, or banking platforms is a strong advantage. Some senior roles require relevant industry certifications or prior experience within financial services.
How do I understand the timeline from offer to visa approval at JPMorganChase?
After receiving an offer, JPMorganChase initiates your LCA with DOL, which takes about seven business days when filed electronically. The I-129 petition then goes to USCIS, with standard processing running several months. Premium processing cuts USCIS adjudication to 15 business days. Cap-subject H-1B petitions are tied to the October 1 fiscal year start, so timing your offer relative to the April lottery window matters significantly.