Client Service Manager – Vice President

JPMorganChase•Boston, MA

About The Position

As a Client Service Manager (CSM) in Securities Services at J.P. Morgan, you will join the client service team and manage an assigned book of clients. You will have ultimate ownership of client satisfaction, bringing together internal teams and resources to successfully service your book of business and drive satisfaction. The role includes building strong client relationships, overseeing service delivery and global initiatives, and leading, mentoring, and developing the team.

Requirements

  • Bachelor’s degree.
  • At least eight years of experience working at a financial services organization focused on servicing institutional clients.
  • Strong knowledge of Global Custody and/or Traditional, Hedge, or Private Fund Services.
  • Three to five years of direct people management experience.
  • Strong communication, presentation, and project management skills.
  • Effective problem-solving and decision-making skills.
  • Ability to exercise sound judgment and make effective decisions on behalf of clients and J.P. Morgan.

Nice To Haves

  • Drive for continuous improvement.

Responsibilities

  • Build relationships with clients and serve as the escalation contact for clients and J.P. Morgan stakeholders.
  • Participate in client meetings, update clients on product and system enhancements, and work to ensure ongoing client satisfaction.
  • Establish an ongoing governance structure and lead governance of processes for all products, including measuring and monitoring service levels using KPIs and RAG ratings.
  • Drive reduction of billing errors and carry costs.
  • Provide strong oversight and manage global initiatives handled by the team through to completion.
  • Lead, mentor, and develop the team.
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