Client Service Manager - Associate
at J.P. Morgan
Posted 16 days ago
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Join J.P. Morgan's Securities Services client service team to support a book of institutional clients and drive client satisfaction. The role involves managing inquiry responses and escalations, supporting governance and service level monitoring, and using JPM proprietary CRM tools to track relationship activities. You will coordinate client training, ensure accurate billing, and support global initiatives and ad-hoc projects while mentoring junior team members. Strong communication, client-facing skills, and the ability to prioritize and drive items to closure are required.
- Compensation
- Not specified
- City
- Tampa
- Country
- United States
Currency: Not specified
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 – Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction.
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 and help to manage governance of products and services.
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
- Bachelor’s degree.
- At least three to five years of experience working at a financial services organization focused on servicing institutional clients.
- 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 qualifications, capabilities, and skills
- Works well in evolving environment.
- Drive for continuous improvement.
Join our Securities Services team to manage client satisfaction and service delivery for institutional clients.
