Securities Services - Client Service Manager - Associate

JPMorgan Chase & Co. • Boston, MA

7h

About The Position

At J.P. Morgan, we are committed to delivering exceptional client service. Join our Securities Services team and help shape the client experience for leading institutional clients.

As a Client Service Manager (CSM) in Securities Services, you will join a dynamic client service team, supporting a book of clients and working closely with senior members to ensure satisfaction and effective governance of products and services. Your role will be pivotal in driving client satisfaction, managing inquiries, and supporting key initiatives that matter to our clients and our business.

Requirements

• Bachelor’s degree.
• Three to five years of experience at a financial services organization focused on servicing institutional clients.
• Knowledge of Fund Accounting or Fund Administration and/or Global Custody, or ability to quickly learn.
• Team player with 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.

Nice To Haves

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

Responsibilities

• Support the senior team to build relationships with client base and ensure 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, 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level