Client Service Manager - Associate - Latin America Securities Services

Fairygodboss; Ciudad de México; Presencial; MXN 600.000 - 1.200.000; Jornada completa

Descripción de la vacante

J.P. Morgan is seeking a Client Service Manager in Securities Services to support a book of institutional clients. You will work with senior team members to ensure client satisfaction, governance, and global initiatives across products.

Responsibilities include guiding junior staff, managing inquiries and escalations, leveraging proprietary CRM to track actions, and coordinating client training while ensuring timely billing and adherence to policies.

Formación

• Bachelor's degree required.
• Minimum three years of experience in a financial services organization servicing institutional clients.
• Fluent in English and Spanish (written and spoken).
• Knowledge of Global Custody and/or related services or ability to learn quickly.
• Team player with client-facing skills and strong presentation/communication skills.
• Strong follow-up skills and ability to drive items to closure.
• Ability to prioritize, multi-task, and work with minimal supervision.

Responsabilidades

• Support the senior team to build relationships with client base and ensure client ongoing satisfaction.
• Provide guidance to junior team members.
• Own timely inquiry responses across all products and manage escalations.
• Support governance processes for all products, including KPIs and RAG ratings.
• Fully utilize proprietary CRM tools to capture feedback, generate call reports, and track actions to closure.
• Prepare for periodic client relationship reviews.
• Ensure accurate billing and timely payments.
• Prioritize and drive global initiatives and ad-hoc projects to closure.
• Coordinate client training on JPM technology.
• Ensure compliance with company policies and procedures.

Conocimientos

Financial services

Bilingual English/Spanish

Relationship management

Client service

CRM tools

Billing knowledge

Presentations

Time management

Collaboration

Client-facing skills

Educación

Bachelor's degree

Herramientas

CRM software

Descripción del empleo

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 senior members to ensure client satisfaction with JPM, by supporting governance processes and global initiatives.

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.
• Minimum three years of experience working at a financial services organization focused on servicing institutional clients.
• Fluent in English and Spanish both written and verbal is required.
• 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 qualification, skills, and capabilities:

• Works well in evolving environment.
• Drive for continuous improvement.
• Portuguese is a plus.

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.