Client Services Managers (CSMs) are dedicated to fostering close relationships with their clients, understanding their requirements and expectations, and taking accountability for issue resolution. They engage in proactive client management and cultivate long-term partnerships to become trusted advisors. Additionally, CSMs build strong partnerships with Operations, Product, Sales, and Technology, both locally and regionally, to ensure effective service delivery to clients. CSMs collaborate with and manage through various functional areas, both locally and globally, to ensure timely and efficient service provision. They operate with a high degree of autonomy in managing the client experience across the franchise.
As a Client Services Manager in Securities Services, you will be responsible for managing a portfolio of Securities Services' Custody and Fund Services clients. In this role, you will have ultimate ownership of your clients' satisfaction with J.P. Morgan's products and services.
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Job responsibilities:
- Develop a partnership approach with clients to understand their operating and strategic business model to foster long term relationships.
- Take full accountability for service delivery and client satisfaction. Building relationships to understand client requirements and expectations and coordinating service delivery across all products and services.
- Act as key contact and escalation point for service delivery issues for internal teams and client.
- Drive resolution and management of client queries, delivery issues and tracking of progress; leveraging internal teams as appropriate.
- Manage change process and projects, whether client requested, or JP Morgan driven, including automation/ standardization efforts.
- Lead in person meetings with clients to build relationships, establish an on-going governance structure, update clients on product and system enhancements, and work to ensure the client's ongoing satisfaction with JPMorgan.
- Monitor and manage billing accuracy.
Required qualifications, capabilities, and skills:
- University bachelor's degree or higher
- 5 + years of experience with a custodian, asset management firm, broker/dealer, hedge fund, fund administrator, or other financial markets organizations servicing clients.
- Deep understanding of a suite of products the products including global custody, fund accounting and administration.
- Strong written and oral communication and presentation skills.
- Effective problem solving. Focuses on accountability, action and outcomes to ensure solutions meet client needs while aligning business deliverables to the firm's mission and goals.
- Ability to exercise sound judgment and make effective decisions on behalf of the client and JPMorgan.
- Ability to prioritize, handle multiple tasks.
- Strong work ethic with a desire to work with a team and a willingness to learn the products and processes of JPMorgan.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.