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Client Service Manager - Analyst

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

Join J.P. Morgan's Securities Services team as a Client Service Manager – Analyst supporting senior team members to deliver exceptional client service to institutional clients. You will handle client and internal inquiries, maintain CRM tools and client profiles, prepare client presentation materials, and support accurate billing processes. The role requires attention to detail, strong communication and presentation skills, and the ability to work in a fast-paced, collaborative environment while ensuring compliance with company policies.

Compensation
Not specified

Currency: Not specified

City
Tampa
Country
United States

Full Job Description

Location: Tampa, FL, United States

At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager – Analyst in Securities Services, you will help support our team to ensure client satisfaction with products and services. You will support the senior team with global initiatives.


As a Client Service Manager (CSM) in Securities Services, you will join the client service team and help support senior team members. You will work on client impacting initiatives that help drive client satisfaction with JPM.

Job responsibilities:

  • Support senior team members to help drive client delivery.
  • Address client and internal inquiries and escalate accordingly.
  • Update CRM tools and client profiles.
  • Prepare templates and materials for client presentations.
  • Support efforts on accurate billing and timely payments.
  • Ensure compliance with company policies and procedures.

Required qualifications, capabilities, and skills:

  • Bachelor’s degree.
  • At least two years of experience working at a financial services organization focused on servicing institutional clients.
  • Team player and desire to work in a collaborative environment.
  • Ability to work in a fast-paced environment with strong work ethic.
  • Strong attention to details, communication skills, and presentation skills.
  • Comfort communicating to senior members of the team.
  • Effective problem solving and effective escalation skills.

Preferred qualifications, capabilities, and skills:

  • Works well in evolving environment.
  • Drive for continuous improvement.
Join our Securities Services team to help manage client satisfaction and service delivery for institutional clients.

Client Service Manager - Analyst

Compensation

Not specified

City: Tampa

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

Join J.P. Morgan's Securities Services team as a Client Service Manager – Analyst supporting senior team members to deliver exceptional client service to institutional clients. You will handle client and internal inquiries, maintain CRM tools and client profiles, prepare client presentation materials, and support accurate billing processes. The role requires attention to detail, strong communication and presentation skills, and the ability to work in a fast-paced, collaborative environment while ensuring compliance with company policies.

Full Job Description

Location: Tampa, FL, United States

At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager – Analyst in Securities Services, you will help support our team to ensure client satisfaction with products and services. You will support the senior team with global initiatives.


As a Client Service Manager (CSM) in Securities Services, you will join the client service team and help support senior team members. You will work on client impacting initiatives that help drive client satisfaction with JPM.

Job responsibilities:

  • Support senior team members to help drive client delivery.
  • Address client and internal inquiries and escalate accordingly.
  • Update CRM tools and client profiles.
  • Prepare templates and materials for client presentations.
  • Support efforts on accurate billing and timely payments.
  • Ensure compliance with company policies and procedures.

Required qualifications, capabilities, and skills:

  • Bachelor’s degree.
  • At least two years of experience working at a financial services organization focused on servicing institutional clients.
  • Team player and desire to work in a collaborative environment.
  • Ability to work in a fast-paced environment with strong work ethic.
  • Strong attention to details, communication skills, and presentation skills.
  • Comfort communicating to senior members of the team.
  • Effective problem solving and effective escalation skills.

Preferred qualifications, capabilities, and skills:

  • Works well in evolving environment.
  • Drive for continuous improvement.
Join our Securities Services team to help manage client satisfaction and service delivery for institutional clients.