Global Securities Services Client Manager

Aumni

Amsterdam

On-site

EUR 70,000 - 90,000

Full time

14 days+

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Job summary

J.P. Morgan Securities Services is seeking a Client Service Manager to support a broad, global client base from Amsterdam or Luxembourg.

You will help ensure consistent service across custody, fund accounting, and middle office services, while preparing monthly client reviews and acting as a primary contact for clients. The role requires 3-4 years in financial services, strong client-facing capabilities, and proficiency in Excel, PowerPoint, and Word.

Qualifications

  • 3-4 years of relevant financial services experience, with a foundation knowledge of Securities Services products i.e. custody, fund accounting & administration
  • Experience working in a client facing role and ability to lead client meetings

Responsibilities

  • Support Client Service managers with existing client activity and manage small portfolio of clients independently
  • Manage monthly client governance processes including measurement and monitoring of service levels, KPIs and RAG ratings
  • Work with internal colleagues to create and execute plans to resolve service issues
  • Identify opportunities to improve efficiency and reduce risk by enhancing the operating model and influencing client behaviours
  • Ensure accurate and timely fee billing as well as timely client payment for all products
  • Communicate client priorities and goals to internal teams and prepare for reviews
  • Resolve client queries promptly, collaborating cross-functionally with Sales, Operations, Onboarding, Product, and Technology teams
  • Travel to visit clients for service reviews, due diligence and strategic meetings

Skills

Client management
Project management
Financial services
Excel
PowerPoint
Communication

Tools

Alteryx
Tableau

Job description

J.P. Morgan Securities Services is seeking a Client Service Manager to support a broad, global client base from Amsterdam or Luxembourg.

You will help ensure consistent service across custody, fund accounting, and middle office services, while preparing monthly client reviews and acting as a primary contact for clients. The role requires 3-4 years in financial services, strong client-facing capabilities, and proficiency in Excel, PowerPoint, and Word.

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