Client Service Manager - Analyst

Testing Site - JPMC; Tampa (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan is seeking a Client Service Manager - Analyst in Securities Services to assist the client service team and support senior members with global initiatives.

The role involves driving client delivery, addressing inquiries, updating client profiles in CRM, preparing templates for presentations, supporting billing processes, and ensuring policy compliance in a fast-paced financial services environment.

Qualifications

• Bachelor's degree required.
• At least two years in financial services servicing institutional clients.
• Strong teamwork and collaborative mindset.
• Ability to work in a fast-paced environment with a strong work ethic.
• Excellent communication and presentation skills.
• Comfort communicating with senior team members.
• Effective problem solving and escalation skills.

Responsibilities

• Support senior team members to drive client delivery.
• Address client and internal inquiries and elevate accordingly.
• Update CRM tools and client profiles.
• Prepare templates and materials for client presentations.
• Support efforts on accurate billing and timely payments.
• Ensure compliance with company policies and procedures.

Skills

Team player

Communication skills

Presentation skills

Attention to detail

Escalation skills

Education

Bachelor's degree

Tools

CRM tools

Job description

At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager - Analyst in Securities Services, you will help support our team to ensure client satisfaction with products and services. You will support the senior team with global initiatives.

As a Client Service Manager (CSM) in Securities Services, you will join the client service team and help support senior team members. You will work on client impacting initiatives that help drive client satisfaction with JPM.

Job responsibilities:

• Support senior team members to help drive client delivery.
• Address client and internal inquiries and elevate accordingly.
• Update CRM tools and client profiles.
• Prepare templates and materials for client presentations.
• Support efforts on accurate billing and timely payments.
• Ensure compliance with company policies and procedures.

Required qualifications, capabilities, and skills:

• Bachelor's degree.
• At least two years of experience working at a financial services organization focused on servicing institutional clients.
• Team player and desire to work in a collaborative environment.
• Ability to work in a fast-paced environment with strong work ethic.
• Strong attention to details, communication skills, and presentation skills.
• Comfort communicating to senior members of the team.
• Effective problem solving and effective escalation skills.

Preferred qualifications, capabilities, and skills:

• Works well in evolving environment.
• Drive for continuous improvement.