Client Service Manager - Vice President

Testing Site - JPMC; Tampa (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

J.P. Morgan in Securities Services seeks a Client Service Manager – VP to own the client book and ensure high satisfaction. You will coordinate internal resources, lead governance, and manage service levels through KPIs and RAG ratings while building strong client relationships.

You will oversee global initiatives, mentor staff, and drive continuous improvement in service delivery for institutional clients.

Qualifications

• Bachelor’s degree required.
• 8+ years in financial services servicing institutional clients.
• Strong knowledge of Global Custody and/or Hedge/Private Fund services.
• 3–5 years of direct people management.
• Excellent communication, presentation, and project management skills.
• Sound judgment and decision-making for client JPM decisions.

Responsibilities

• Build relationships with clients and serve as the escalation contact for JPM stakeholders.
• Participate in client meetings, update clients on product and system enhancements, and ensure ongoing satisfaction.
• Establish governance structures and monitor KPIs and RAG ratings for all products.
• Drive reduction of billing errors and carrying costs.
• Provide oversight and deliver global initiatives handled by the team.
• Lead, mentor, and develop the team.

Skills

Client relations

Communication

Project management

People leadership

Global custody knowledge

Education

Bachelor’s degree

Job description

At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager – VP in Securities Services, you will have the opportunity to build strong relationships with our 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 clients. You will have ultimate ownership for client satisfaction with JPM, pulling together the internal teams and resources required to successfully service your book of business and drive client satisfaction.

Job responsibilities

• Build relationships with clients and serve as the escalation contact for clients and JPM stakeholders.
• Participate in client meetings, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM.
• Establish an on-going governance structure and lead governance of processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.
• Drive reduction of billing errors and carry costs.
• Provide strong oversight and manage to completion all global initiatives handled by the team.
• Lead, mentor, and develop the team.

Required qualifications, capabilities, and skills

• Bachelor’s degree.
• At least eight years of experience working at a financial services organization focused on servicing institutional clients.
• Strong knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services.
• Three to five years of direct people management.
• Strong communication, presentation, and project management skills.
• Effective problem solving and decision-making skills.
• Ability to exercise sound judgment and make effective decisions on behalf of clients and JPM.

Preferred qualifications, capabilities, and skills

• Drive for continuous improvement.