Securities Services - Client Solutions Manager -Associate
Join a team that delivers innovative solutions for a diverse client base at one of the world's leading financial institutions. As a Client Solutions Manager, you will play a pivotal role in shaping the client experience from onboarding through to successful implementation, ensuring our clients receive best-in-class service and solutions.
As a Client Solutions Manager, you will manage the implementation of new and incremental client business and oversee the onboarding of investment managers into the Securities Services organization within J.P. Morgan's Corporate Investment Bank. You will work with a broad range of clients-including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers, and Insurance Companies-delivering solutions that span all Securities Services products. Your work will range from single product implementations to large, complex deals involving multiple products, entities, and stakeholders.
Job responsibilities:
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- Drive client requirements gathering process and propose and influence target solutions for the client
- Ensure client requirements are understood and work with internal partners to design, document, and ensure appropriate sign off on solutions
- Understand investment manager requirements and proactively drive setups through to completion
- Develop and manage project delivery plans as well as facilitate negotiation of client legal agreements and execute plans with robust governance and reporting
- Actively mitigate and manage project risk by coordinating timely resolution of issues
- Execute post-implementation and production satisfaction reviews to continually improve practices
- Ensure all controls and procedures are complied with
Required qualifications, capabilities, and skills:
- 3+ years in Financial Services, particularly in the Securities Servicing Industry
- 3+ years in a client-facing implementation role or commensurate experience
- Excellent project management skills
- Excellent client-facing skills
- Working knowledge of multiple Securities Services products such as Custody, Fund Accounting & Administration, Securities Lending, Hedge Fund Services, and Prime Custody
- Effectively prioritize, track, and report on all projects in the pipeline
- Lead project communication to all internal and external parties
Preferred qualifications, capabilities, and skills:
- Experience identifying and implementing process improvements
- Ability to contribute to strategy for delivering excellent client implementation service
- Strong ability to proactively drive internal team and department-wide initiatives
- Experience representing and championing teams in sales cycles and client pitches
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.
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