Securities Services - Client Service Manager - Associate
2 days ago• Boston, MA
Tampa, FLJersey City, NJ
At J.P. Morgan, we are committed to delivering exceptional client service. Join our Securities Services team and help shape the client experience for leading institutional clients.
As a Client Service Manager (CSM) in Securities Services, you will join a dynamic client service team, supporting a book of clients and working closely with senior members to ensure satisfaction and effective governance of products and services. Your role will be pivotal in driving client satisfaction, managing inquiries, and supporting key initiatives that matter to our clients and our business.
Job responsibilities
- Support the senior team to build relationships with client base and ensure 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, 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.
Required qualifications, capabilities, and skills
- Bachelor's degree.
- Three to five years of experience at a financial services organization focused on servicing institutional clients.
- Knowledge of Fund Accounting or Fund Administration and/or Global Custody, or ability to quickly learn.
- Team player with 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.
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Preferred qualifications, capabilities, and skills
- Works well in evolving environment.
- Drive for continuous improvement.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Client-provided location(s): Boston, MA, Tampa, FL, Jersey City, NJ
Job ID: JPMorgan-210715375
Employment Type: FULL_TIME
Posted: 2026-02-24T19:02:42
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion