Client Success Manager, Securities Services

Testing Site - JPMC; Tampa (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan is seeking a Client Service Manager - Analyst in Securities Services to assist the client service team and support senior members with global initiatives.

The role involves driving client delivery, addressing inquiries, updating client profiles in CRM, preparing templates for presentations, supporting billing processes, and ensuring policy compliance in a fast-paced financial services environment.

Qualifications

• Bachelor's degree required.
• At least two years in financial services servicing institutional clients.
• Strong teamwork and collaborative mindset.
• Ability to work in a fast-paced environment with a strong work ethic.
• Excellent communication and presentation skills.
• Comfort communicating with senior team members.
• Effective problem solving and escalation skills.

Responsibilities

• Support senior team members to drive client delivery.
• Address client and internal inquiries and elevate accordingly.
• Update CRM tools and client profiles.
• Prepare templates and materials for client presentations.
• Support efforts on accurate billing and timely payments.
• Ensure compliance with company policies and procedures.

Skills

Team player

Communication skills

Presentation skills

Attention to detail

Escalation skills

Education

Bachelor's degree

Tools

CRM tools

Job description

J.P. Morgan is seeking a Client Service Manager - Analyst in Securities Services to assist the client service team and support senior members with global initiatives.

The role involves driving client delivery, addressing inquiries, updating client profiles in CRM, preparing templates for presentations, supporting billing processes, and ensuring policy compliance in a fast-paced financial services environment.