Know Your Customer Client Service Lead

Join our dynamic team as a Client Service Lead, where you'll lead the charge in ensuring the success of our Client Service Team within your market. 

As a Client Service Lead within our Client Service Team, you will play a crucial role in managing and supervising the transition of First Republic into Wealth Knowledge Organization (WKO). You will be responsible for regular reporting for the Commercial Banking Know Your Customer (CB KYC) Team, ensuring alignment with the broader organization, and preparing presentations for the KYC Committee and other partner forums. You will assist in monthly business reviews and other regular forums by creating meeting materials that address business issues, status updates, headcount, financials, and key business metrics.

Job Responsibilities:

• Lead, monitor, and report on the transition of First Republic into WKO.
• Take ownership and prepare regular reports for the CB KYC Team to ensure alignment with the broader organization, including presentations for the KYC Committee and other partner forums.
• Support the preparation of monthly business reviews and other regular forums by identifying and creating meeting materials, which may include business issues, status updates, headcount, financials, and key business metrics.
• Collaborate with production and reporting teams to enhance the identification, standardization, and development of metrics necessary for managing the book of work, including capacity models and other tools to boost productivity.
• Establish and share best practices with global counterparts to ensure consistency and alignment.
• Produce materials for Senior Management to drive the CB WKO Strategy, synthesizing key messages, including status and risks.
• Coordinate with key partners in Client Onboarding and Service as needed for offboarding and other functions to maintain control of KYC lists.
• Represent Commercial Bank WKO at the WKO Change Management Advisory Meeting.

Required qualifications, capabilities and skills:

• Bachelor's degree.
• Demonstrates independence and self-motivation, with the ability to adapt and remain flexible within a team environment.
• Excels at multitasking and effectively utilizing internal resources.
• Possesses strong analytical and problem-solving abilities, paired with exceptional time management and organizational skills.
• Holds relevant experience in Program Management, Risk Management/Controls, Business Management, and a solid understanding of AML/KYC processes.
• Skilled in building strong relationships with key stakeholders and partners.
• Proven ability to quickly learn and navigate unfamiliar topics and areas.
• Exhibits excellent verbal and written communication skills.
• Advanced proficiency in Microsoft Word, Excel, PowerPoint Pitch Pro, and Visio.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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