Client Service Manager, Securities Services – Impact

Testing Site - JPMC; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan in Boston seeks a Client Service Manager (CSM) in Securities Services to support a book of institutional clients and collaborate with senior team members to drive satisfaction and governance of products and services.

You will own inquiries, coach junior staff, and lead client relationship reviews, while ensuring accurate billing and timely payments and contributing to key global initiatives.

Qualifications

• Bachelor’s degree required.
• 3–5 years of experience servicing institutional clients in financial services.
• Knowledge of Fund Accounting, Fund Administration, and/or Global Custody, or ability to learn quickly.
• Team player with client-facing skills.
• Strong presentation and communication skills.

Responsibilities

• Support the senior team to build client relationships and ensure ongoing satisfaction.
• Provide guidance to junior team members.
• Own timely inquiry responses across all products and manage escalations.
• Support governance with KPIs and RAG ratings.
• Fully utilize CRM tools to capture relationship feedback, 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.

Skills

Client relationships

Communication skills

Team collaboration

Governance and KPIs

Problem solving

Education

Bachelor's degree

Tools

CRM software

Reporting tools

Job description

J.P. Morgan in Boston seeks a Client Service Manager (CSM) in Securities Services to support a book of institutional clients and collaborate with senior team members to drive satisfaction and governance of products and services.

You will own inquiries, coach junior staff, and lead client relationship reviews, while ensuring accurate billing and timely payments and contributing to key global initiatives.