Wingspan Acquires Customer Service Division from JPMorgan

Wingspan Portfolio Advisors has agreed to acquire a customer service operations center in Monroe, Louisiana, from JPMorgan Chase. The acquisition will include 400 employees and will bring Wingspan to more than 2,000 employees nationwide. The new center will handle inbound and outbound customer service calls and electronic communication.

“With this new addition, Wingspan expands its ability to respond to clients’ needs with superb customer service capabilities,” said Steven Horne, Wingspan’s president andCEO. “We are often called upon to scale quickly and effectively to help our clients as their priorities change, and this acquisition enables Wingspan to react to requests with significant speed and very high service quality.”

This is the second large acquisition for Wingspan in 2013. In February the company acquired the JPMorgan Chase servicing operation in Melbourne, Florida, retaining the 400-person staff there. Wingspan now has locations in Dallas, Frisco, and Carrollton, Texas; Melbourne, Florida; Denver, Colorado; Monroe, Louisiana; and San Diego, California.

“We are very fortunate to be building our staff with these exceptional professionals,” said Jason Spooner, Wingspan’s executive vice president of servicing operations. “With hundreds of years of solid experience among them, Wingspan can continue to expand and offer exceptional service to more clients than ever before. This fine addition to Wingspan’s growing organization takes us to new levels of high-touch, high-performance customer service.”


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