Bulge Bracket Investment Banks

Posted 10 days ago

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**Client Service Manager, Securities Services (LATAM) - VP/Associate | J.P. Morgan, Sao Paulo** -- - **Manage assigned client portfolio**, build relationships, and ensure satisfaction with JP Morgan's services. - **Collaborate** with internal teams, **drive** client meetings, and **update** clients on product/system enhancements. - **Lead governance** of processes, **measure** service levels with KPIs and RAG ratings, and **reduce** billing errors. - **Oversee global initiatives**, **mentor** team members, and **develop** team capabilities. - **Requires**: Bachelor's degree, 5-8 years in financial services, fluency in English and Spanish, knowledge of global custody and fund services, strong communication, project management, and problem-solving skills.

Compensation: Not specified
City: Sao Paulo
Country: Brazil

Full Job Description

Location: Sao Paulo, SP, Brazil

Introductory marketing language: At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager (LATAM) in Securities Services, you will have the opportunity to build strong relationships with our clients and ensure their satisfaction with our services.

Job summary: As a Client Service Manager (CSM) in Securities Services, you will join the client service team and have an assigned book of clients. You will have ultimate ownership for client satisfaction with JP Morgan, pulling together the internal teams and resources required to successfully service your book of business and drive client satisfaction.

Job responsibilities:

Build relationships with clients and serve as the escalation contact for clients and JPM stakeholders.
Participate in client meetings, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM.
Establish an on-going governance structure and lead governance of processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.
Drive overall reduction of billing errors and carry costs.
Provide strong oversight and manage to completion all global initiatives handled by the team.
Lead, mentor, and develop the team.

Required qualifications, capabilities, and skills:

Bachelors degree.
At least Five to eight 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.
Strong knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services.
Three to five years of direct people management.
Strong communication, presentation, and project management skills.
Effective problem solving and decision-making skills.
Ability to exercise sound judgment and make effective decisions on behalf of clients and JPM.

Preferred qualification, capabilities, and skills:

Drive for continuous improvement and client satisfaction

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

Full Job Description

Location: Sao Paulo, SP, Brazil

Job responsibilities:

Build relationships with clients and serve as the escalation contact for clients and JPM stakeholders.
Participate in client meetings, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM.
Establish an on-going governance structure and lead governance of processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.
Drive overall reduction of billing errors and carry costs.
Provide strong oversight and manage to completion all global initiatives handled by the team.
Lead, mentor, and develop the team.

Required qualifications, capabilities, and skills:

Bachelors degree.
At least Five to eight 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.
Strong knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services.
Three to five years of direct people management.
Strong communication, presentation, and project management skills.
Effective problem solving and decision-making skills.
Ability to exercise sound judgment and make effective decisions on behalf of clients and JPM.

Preferred qualification, capabilities, and skills:

Drive for continuous improvement and client satisfaction

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

Client Service Manager, Securities Services - Vice President / Associate

Full Job Description

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Full Job Description

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