JP Morgan Chase

Runs a consumer bank and an investment bank

Client Service Manager Associate - Securities Services

Customer SuccessConfirmed live in the last 24 hours

Full-timeTampa, FL, USA$72.2k - $104kIn-person

About the Job

Requirements

A bachelor's degree is required.
At least three to five years of experience working at a financial services organization focused on servicing institutional clients is required.
Knowledge of Global Custody and/or Traditional, Hedge, or Private Fund Services, or the ability to learn these areas quickly, is required.
The candidate must have client-facing skills and be driven by client satisfaction.
Strong presentation and communication skills are required.
Strong follow-up skills and the ability to drive items to closure are required.
The candidate must be able to prioritize, multitask, and work well with minimal supervision.
The candidate must be able to collaborate and share ideas.

Responsibilities

Support the senior team in building relationships with the client base and ensuring ongoing client 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 measuring and monitoring service levels using KPIs and RAG ratings.
Use 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.

Desired Qualifications

Work well in an evolving environment.
Demonstrate a drive for continuous improvement.

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 (LATAM), 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.

Base Pay/Salary: Tampa,FL $72,200.00-$104,000.00

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

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