Client Service Manager - Associate

JPMorgan Chase; Tampa (FL); On-site; USD 65,000 - 100,000; Full time

Job summary

J.P. Morgan (JPM) is seeking a Client Service Manager - Associate in Securities Services to support a book of institutional clients in the Tampa area. You will collaborate with senior team members to ensure client satisfaction with JPM and help govern product/service delivery.

The role emphasizes client relationship management, timely responses, and governance activities using KPIs and CRM tools. A degree and several years of financial services experience are expected.

Qualifications

• Bachelor's degree required.
• 3–5 years of experience in a financial services role servicing institutional clients.
• Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services or the ability to quickly learn.
• Team player with ability to collaborate and share ideas.
• Client satisfaction driven with strong 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.

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.

Skills

Client facing skills

Presentation skills

Communication skills

Follow-up skills

Prioritization

Multi-tasking

Collaboration

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 qualifications, capabilities, and skills

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