As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with the VP to ensure client satisfaction with JP Morgan, by helping to pull together the internal teams and resources required to successfully service clients.
Job responsibilities:
- Support senior members of the team to build relationships with the client base and to ensure client ongoing satisfaction with JPM.
- Maintain client profiles and service level documents.
- Participate and prepare for periodic client relationship reviews.
- Support and manage billing for accuracy.
- Coordinate client training of proprietary JPM technology.
- Coordinate service delivery to clients from within JPM and work with internal stakeholders.
- Ensure personal and client compliance with all company Policies and Procedures.
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Required qualifications, capabilities, and skills:
- Bachelor's degree.
- At least three to five years of experience working at a financial services organization focused on Institutional clients.
- Knowledge of Global Custody and Hedge/Private Fund Services, including Fund Accounting & Administration.
- Ability to learn and discuss the products and services offered by Securities Services.
- Strong presentation skills and comfort communicating detailed information to stakeholders at calls and in-person meetings.
- Project management skills, including experience managing project plans.
- Effective problem solving, oral and written communication skills.
- Ability to adapt to change, work well under pressure, and to stay organized.
- Strong work ethic with a desire to work with a team.
Preferred qualifications, capabilities, and skills:
- Experience working with Alternatives or Asset Manager clients.
- Experience working at a hedge fund or private equity firm.
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.