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

JPMorgan Chase; New York (NY); On-site; USD 118,000 - 188,000; Full time

Job summary

Join a forward-thinking financial institution as a Client Service Manager, where you will play a pivotal role in managing relationships with Alternative clients. This position involves leading client meetings, ensuring satisfaction, and coordinating service delivery across various internal teams. You will leverage your strong background in financial markets to provide exceptional service and support to clients. With a commitment to diversity and inclusion, this established industry player offers a competitive rewards package and a supportive work environment where your contributions are valued. If you're passionate about client service and eager to make an impact, this opportunity is for you.

Benefits

Comprehensive Health Care Coverage

On-site Health and Wellness Centers

Retirement Savings Plan

Backup Childcare

Tuition Reimbursement

Mental Health Support

Financial Coaching

Qualifications

• 5-7 years of experience in financial markets focusing on alternative clients.
• Strong knowledge of fund administration and asset servicing.

Responsibilities

• Lead client meetings to build relationships and ensure satisfaction.
• Coordinate service delivery and compliance for clients.

Skills

Client Relationship Management

Problem Solving

Communication Skills

Presentation Skills

Judgment and Decision Making

Time Management

Education

Bachelor's Degree

Tools

JPM Technology

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) in Securities Services, you will join the client service team and have an assigned book of Alternative clients. You will have ultimate ownership for client satisfaction with JP Morgan, pulling together the internal teams and resources required to successfully service your book of business.

Job Responsibilities:

1. Lead in-person meetings with your client base to build relationships, establish an ongoing governance structure, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM.
2. Introduce Senior JPM Management to your clients.
3. Maintain client profiles and service level documents for your assigned book of business.
4. Complete periodic relationship reviews for your clients.
5. Monitor and manage billing for accuracy.
6. Coordinate client training for proprietary JPM technology.
7. Coordinate service delivery to clients from within JPM, inclusive of staff from internal groups such as operations, accounting, etc., escalating when necessary.
8. Ensure personal and client compliance with all company Policies and Procedures.

Required Qualifications, Capabilities, and Skills:

1. Bachelor's degree.
2. At least five to seven years of experience working at a hedge fund, private equity fund, asset manager, or a financial markets organization focused on servicing alternative clients.
3. Strong Alternatives knowledge, especially fund administration and accounting services.
4. Global Custody and asset servicing experience.
5. Ability to learn and discuss the products and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, and Data Solutions, among others.
6. Strong presentation skills, and comfort communicating detailed information to senior level executives.
7. Effective problem solving, oral and written communication skills.
8. Ability to exercise sound judgment and make effective decisions on behalf of the client and JPM.
9. Ability to prioritize, handle multiple tasks and work with minimal supervision.
10. Strong work ethic with a desire to work with a team and a willingness to learn the products and processes of JPM.

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Brooklyn, NY $118,750.00 - $187,500.00 / year