Client Service Manager - Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan in New York is seeking a Client Service Manager – Associate in Securities Services to support a book of institutional clients and drive ongoing satisfaction. You will work with senior teammates to ensure high service quality, governance of products, and timely billing.

The role emphasizes relationship management, collaboration, and the ability to coordinate client trainings, respond to inquiries, and push global initiatives to closure while adhering to JPM policies.

Qualifications

• Bachelor’s degree required.
• 3–5 years in a financial services role servicing institutional clients.
• Knowledge of Global Custody or related services.
• Strong presentation and communication skills with client-facing focus.
• Ability to prioritize, multi-task, and drive items to closure.
• Team-oriented with ability to collaborate.

Responsibilities

• Support senior team to build client relationships and sustain satisfaction.
• Provide guidance to junior team members.
• Own timely inquiry responses and manage escalations.
• Support governance for all products with KPI/RAG measurement.
• Utilize CRM tools to capture feedback and generate reports.
• Prepare for periodic client relationship reviews.
• Ensure accurate billing and timely payments.
• Coordinate global initiatives and ad-hoc projects to closure.

Skills

Bachelor's degree

Experience in financial services

Global Custody knowledge

Client-facing skills

Presentation and communication

Follow-up and closure

Prioritization and multi-task

Adaptability

Continuous improvement

Education

Bachelor's degree

Job description

At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager – Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction.

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 and help to manage governance of products and services.

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.
• At least three to five years of experience working at a financial services organization focused on servicing institutional clients.
• 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, capabilities, and skills:

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