Client Service Manager - Associate

JPMorgan Chase & Co.•Tampa, FL

About The Position

As a Client Service Manager – Associate in Securities Services at J.P. Morgan (JPM), you will be part of the client service team, supporting a book of clients and working on initiatives to enhance client satisfaction. You will collaborate closely with senior team members to ensure client satisfaction with JPM and assist in managing the governance of various 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.