Job Responsibilities

• Manage and develop strategic relationships with a portfolio of Securities Services clients, serving as the primary point of contact and trusted advisor.
• Understand clients' business objectives and proactively identify opportunities to enhance service delivery and the overall client experience.
• Maintain accountability for client service delivery across Securities Services products, coordinating with Operations, Product, Sales, and Technology partners.
• Drive resolution of client inquiries, service issues, and operational challenges, ensuring timely communication and effective escalation management.
• Lead client meetings, governance forums, and periodic relationship reviews to strengthen partnerships and communicate business updates.
• Partner with Product and Sales teams to support client growth opportunities and deliver solutions aligned to client needs.
• Maintain client documentation, service level agreements, and relationship records for assigned accounts.
• Monitor billing activities and support the management of aged receivables to ensure accuracy and timely resolution of outstanding items.
• Coordinate client onboarding, training, and adoption of J.P. Morgan's products and technology solutions.
• Support service delivery across Custody, Fund Services, Cash, FX, Liquidity, and related Securities Services solutions.
• Partner with regional Securities Services and Buy-Side Trading Services teams to support Taiwanese clients and deliver a seamless client experience.

Required Qualifications, Capabilities, and Skills

• Bachelor's degree or equivalent experience.
• Significant experience in a client-facing role within Financial Services, preferably in Securities Services, Custody, Fund Services, Securities Financing, Prime Services, or related businesses.
• Demonstrated experience in Client Service, Relationship Management, Operations, Implementations, Product Management, or Project Management.
• Working knowledge of Securities Services products, including Custody, Fund Administration, Securities Lending, Collateral Management, and Trading Services.
• Strong relationship management, communication, presentation, and stakeholder engagement skills.
• Proven ability to manage complex client relationships and influence stakeholders across a global organization.
• Excellent analytical, problem-solving, and decision-making capabilities.
• Ability to manage multiple priorities and deliver results in a fast-paced environment with minimal supervision.
• Fluency in English and Mandarin to support regional client coverage.
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word.
• Strong ownership mindset with demonstrated accountability, collaboration, and client focus.

Preferred Qualifications, Capabilities, and Skills

• Experience supporting institutional investors, asset managers, insurance companies, sovereign funds, or other buy-side clients.
• Knowledge of Buy-Side Trading Services, securities financing, or outsourced trading solutions.
• Experience managing regional or global client relationships across Asian markets.
• Familiarity with Taiwanese financial markets and institutional client landscape.