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Client Service Manager - U.S. Alternatives - Vice President

JPMorganChase

New York (NY)

On-site

USD 80,000 - 150,000

Full time

13 days ago

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Job summary

An established industry player is seeking a Client Service Manager to enhance client satisfaction in Securities Services. This role involves building strong relationships with Alternative clients, ensuring their needs are met through effective coordination of internal teams and resources. The ideal candidate will possess a solid background in hedge funds, private equity, or asset management, along with exceptional communication and problem-solving skills. Join a dynamic team committed to delivering innovative financial solutions while enjoying a comprehensive benefits package in a diverse and inclusive environment.

Benefits

Comprehensive Benefits Package
Health Care
Retirement Plans
Incentives

Qualifications

  • 5-7 years of experience in servicing alternative clients.
  • Strong knowledge of fund administration and accounting services.

Responsibilities

  • Lead in-person client meetings to build relationships.
  • Coordinate service delivery and escalate issues as necessary.

Skills

Client Relationship Management
Communication Skills
Problem-Solving Skills
Presentation Skills
Time Management
Teamwork Orientation

Education

Bachelor’s Degree

Tools

JPM Proprietary Technology

Job description

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Job Description

At J.P. Morgan, we are committed to delivering exceptional client service. As a Client Service Manager in Securities Services, you will have the opportunity to build strong relationships with our Alternative clients and ensure their satisfaction with our services.

As a Client Service Manager (CSM), you will join the client service team with an assigned book of Alternative clients. You will have ultimate ownership of client satisfaction, coordinating internal teams and resources to service your book of business effectively.

Job Responsibilities
  1. Lead in-person meetings with clients to build relationships, establish governance, update on product/system enhancements, and ensure ongoing satisfaction.
  2. Introduce Senior JPM Management to your clients.
  3. Maintain client profiles and service level documents.
  4. Conduct periodic relationship reviews.
  5. Monitor and manage billing accuracy.
  6. Coordinate client training on JPM proprietary technology.
  7. Coordinate service delivery internally, escalating issues when necessary.
  8. Ensure compliance with all company policies and procedures.
Required Qualifications, Capabilities, And Skills
  1. Bachelor’s degree.
  2. 5-7 years of experience in a hedge fund, private equity, asset management, or financial markets organization servicing alternative clients.
  3. Strong knowledge of Alternatives, fund administration, and accounting services.
  4. Experience with Global Custody and asset servicing.
  5. Ability to discuss products/services like Global Custody, Fund Accounting & Administration, Data Solutions.
  6. Strong presentation and communication skills, comfortable with senior executives.
  7. Effective problem-solving and decision-making skills.
  8. Ability to prioritize and handle multiple tasks independently.
  9. Strong work ethic, teamwork orientation, and willingness to learn.
About Us

JPMorgan Chase, with over 200 years of history, offers innovative financial solutions to a diverse global client base. We provide a comprehensive benefits package including salary, incentives, health care, retirement plans, and more. We are committed to diversity and inclusion, providing accommodations for applicants and employees as needed.

About The Team

J.P. Morgan’s Commercial & Investment Bank is a global leader providing banking, markets, securities services, and payments across more than 100 countries.

Additional Details

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Business Development and Sales

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