Client Service Manager - Associate

JPMorgan Chase & Co. • Tampa, FL

14d

About The Position

At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager – Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction.

As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with senior members to ensure client satisfaction with JPM and help to manage governance of products and services.

Requirements

• Bachelor’s degree.
• At least three to five years of experience working at a financial services organization focused on servicing institutional clients.
• Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services or the ability to quickly learn.
• Team player and ability to collaborate and share ideas.
• Client satisfaction driven with client facing skills.
• Strong presentation and communication skills.
• Strong follow-up skills and ability to drive items to closure.
• Ability to prioritize, multi-task, and work well with minimal supervision.

Nice To Haves

• Works well in evolving environment.
• Drive for continuous improvement.

Responsibilities

• Support the senior team to build relationships with client base and to ensure client ongoing satisfaction with JPM.
• Provide guidance to junior team members.
• Own timely inquiry responses across all products and manage escalations.
• Support governance processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.
• Fully utilize proprietary CRM tools to capture relationship feedback, help generate call reports, and track actions to closure.
• Prepare for periodic client relationship reviews.
• Ensure accurate billing and timely payments.
• Prioritize and help bring global initiatives and ad-hoc projects to closure.
• Coordinate client training on proprietary JPM technology.
• Ensure compliance with company policies and procedures.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees