Client Service Manager - Associate

Testing Site - JPMC; Tampa (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

J.P. Morgan in Tampa is seeking a Client Service Manager – Associate in Securities Services to support a book of institutional clients and collaborate with senior staff to ensure service excellence and governance of products and services.

Your role includes timely inquiry responses, coaching junior team members, overseeing billing accuracy, and driving global initiatives. Strong communication and project-management skills are essential for success in this role.

Qualifications

• Bachelor’s degree required.
• 3–5 years in financial services servicing institutional clients.
• Knowledge of Global Custody or related services or ability to learn quickly.
• Strong client-facing and communication skills.
• Ability to prioritize, multi-task, and work 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

Relationship mgmt

Communication skills

Presentation skills

Follow-up

Multi-tasking

Team player

Billing/payments

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 – 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.