Bulge Bracket Investment Banks

Posted 4 days ago

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**Client Service Manager (Associate) – Latin America** Manage client satisfaction and service delivery for institutional clients in our Securities Services team. Based in Ciudad De Mexico, you'll support a client base, collaborating with senior team members to build relationships and ensure client satisfaction. **Responsibilities:** - Manage client inquiries and escalations, ensuring timely responses and service level agreements (SLAs) - Support governance processes, including service level measurement using KPIs and RAG ratings - Utilize proprietary CRM tools to track client relationships, generate reports, and drive closure on client requests - Prepare for client relationship reviews and coordinate training on JPM technology - Ensure accurate billing, timely payments, and compliance with company policies **Qualifications:** - Bachelor's degree and 3+ years in financial services, servicing institutional clients - Fluent in English and Spanish (both written and verbal), Portuguese a plus - Knowledge of Global Custody, Traditional, Hedge, or Private Fund Services - Demonstrated teamwork, strong communication, follow-up, and multi-tasking skills - Client-focused, driven by continuous improvement in evolving environments

Compensation: Not specified
City: Not specified
Country: Mexico

Full Job Description

Location: Ciudad De Mexico, Mexico

As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with senior members to ensure client satisfaction with

JPM, by supporting governance processes and global

initiatives.

Job 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.

Required qualifications, capabilities, and skills:

Bachelors degree.
Minimum three years of experience working at a financial services organization focused on servicing institutional clients.
Fluent in English and Spanish both written and verbal is required.
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.

Preferred qualification, skills, and capabilities:

Works well in evolving environment.
Drive for continuous improvement.
Portuguese is a plus.

Join our Securities Services team to manage client satisfaction and service delivery for institutional clients.

Full Job Description

Location: Ciudad De Mexico, Mexico

JPM, by supporting governance processes and global

initiatives.

Job 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.

Required qualifications, capabilities, and skills:

Bachelors degree.
Minimum three years of experience working at a financial services organization focused on servicing institutional clients.
Fluent in English and Spanish both written and verbal is required.
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.

Preferred qualification, skills, and capabilities:

Works well in evolving environment.
Drive for continuous improvement.
Portuguese is a plus.

Join our Securities Services team to manage client satisfaction and service delivery for institutional clients.

Client Service Manager – Associate - Latin America

Full Job Description

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