Client Service Manager III - Custody Operations

Testing Site - JPMC; Tampa (FL); On-site; USD 110,000 - 140,000; Full time

Job summary

JPMorgan Chase in Tampa is seeking a Client Service Manager III within Securities Services. You will lead a diverse team, interpret client needs, identify trends, and innovate solutions to improve client service and risk mitigation.

The role emphasizes anti-fraud strategies, operational efficiency, and strong stakeholder relationships, with opportunities to contribute to the bank's control management and data analysis initiatives.

Qualifications

• 7+ years of experience managing customer service teams in a financial institution.
• Proven expertise in anti-fraud strategies to detect and prevent fraudulent transactions.
• Demonstrated proficiency in strategic planning and process automation.
• Advanced conflict management skills for resolution of complex client issues.
• Strong digital literacy leveraging new technologies to enhance operations.

Responsibilities

• Lead the client service team in addressing inquiries, processing transactions, troubleshooting problems, and handling complaints with advanced conflict management to ensure client satisfaction.
• Develop and implement strategic plans to enhance service center operations and drive operational efficiency through process automation.
• Utilize expertise in anti-fraud strategies to detect and prevent fraudulent transactions safeguarding clients and the bank.
• Identify trends and generate innovative solutions using market/product knowledge and digital literacy to stay ahead of developments.
• Foster strong relationships with internal stakeholders and clients to drive mutually beneficial outcomes.

Skills

Leadership

Conflict management

Strategic planning

Process automation

Digital literacy

Stakeholder influence

Anti-fraud expertise

Customer service management

Data analysis

Mentoring

Job description

Join our team and make a significant impact on our client service teams in JPMorgan Chase. You'll have the opportunity to grow your career while leveraging your skills in control management and data analysis. Be part of a dynamic team that values innovation and collaboration, and contribute to the firm's operational efficiency and risk mitigation strategies.

As a Client Service Manager III within Securities Services you will manage a diverse team to ensure high-quality service. You will interpret client needs, identify trends, and innovate solutions. Your expertise in anti-fraud strategies will protect clients and the bank. You will drive operational efficiency through strategic planning and process automation. Your skills in conflict management and stakeholder influence will foster strong relationships.

Job responsibilities

• Lead the client service team in addressing client inquiries, processing transactions, troubleshooting problems, and handling complaints, utilizing your advanced conflict management skills to ensure client satisfaction.
• Develop and implement strategic plans to enhance service center operations, leveraging your proficiency in strategic planning and process automation to drive operational efficiency.
• Utilize your expert knowledge in anti-fraud strategies to detect and prevent fraudulent transactions, safeguarding our clients and the bank from potential financial and reputational damage.
• Identify trends and generate innovative solutions to meet client needs, using your advanced skills in market product knowledge and digital literacy to stay ahead of industry developments and technological advancements.
• Foster strong relationships with internal stakeholders and clients, leveraging your advanced skills in influence and internal stakeholder management to drive mutually beneficial outcomes.

Required qualifications, capabilities, and skills

• 7+ years of experience in managing customer service teams in a financial institution, with a focus on service center operations.
• Proven expertise in implementing anti-fraud strategies to detect and prevent fraudulent transactions in a banking environment.
• Demonstrated proficiency in strategic planning and process automation, and a track record of enhancing operational efficiency in client service delivery.
• Advanced skills in conflict management, with experience in resolving complex client issues and complaints.
• Strong digital literacy with experience in leveraging new/emerging technologies to enhance business operations and client service.

Preferred qualifications, capabilities, and skills

• Extensive experience in the banking or financial services industry, particularly in commercial or investment banking, with strong leadership and team management skills to inspire high performance.
• Proficient in using banking software, systems, and data analytics tools to drive decision‑making and develop effective solutions for complex situations.
• Focused on continuous improvement, identifying opportunities for process enhancements, and implementing changes to improve client experiences.
• Ability to apply cultural intelligence to engage effectively with diverse clients and utilize data and tech literacy for innovative solutions.
• Experience in mentoring team members and leading projects to achieve client and business goals.

Candidates selected for hire will be based on their skillset, across multiple grade levels within this pipeline

With planned real estate expansion for JPMorganChase, this role is subject to change locations within the Tampa region