Securities Services - Client Service Manager – Associate - Latin America

JPMorganChase•Tampa, FL

25d

About The Position

At J.P. Morgan, the Client Service Manager – Associate in Securities Services supports initiatives that drive client satisfaction. The role joins the Latin America client service team and supports a book of clients, working closely with senior team members to help ensure client satisfaction and manage governance of products and services.

Requirements

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

Nice To Haves

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

Responsibilities

Support senior team members in building relationships with clients and ensuring their ongoing satisfaction with J.P. Morgan.
Provide guidance to junior team members.
Own timely responses to inquiries across products and manage escalations.
Support governance processes across products, including measuring and monitoring service levels using KPIs and RAG ratings.
Use proprietary CRM tools to capture relationship feedback, generate call reports, and track actions through 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 J.P. Morgan technology.
Ensure compliance with company policies and procedures.