Client Success Manager, Securities Services

JPMorgan Chase & Co.; Tampa (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Client Service Manager – Associate in Securities Services to support a book of institutional clients and help drive client satisfaction.

You will work with senior staff to ensure service levels, governance of products, and timely responses across all offerings. Responsibilities include relationship management, mentoring junior teammates, overseeing inquiries and escalations, and ensuring accurate billing while supporting global initiatives and

Qualifications

• Bachelor’s degree required.
• 3–5 years of experience servicing institutional clients in financial services.
• Ability to collaborate and deliver client-focused results.

Responsibilities

• Support the senior team to build relationships with client base and ensure ongoing satisfaction.
• Provide guidance to junior team members.
• Own timely inquiry responses across all products and manage escalations.
• Support governance processes for all products with KPI tracking.
• Use CRM tools to capture feedback, generate reports, and track actions to closure.
• Prepare for periodic client relationship reviews.
• Ensure accurate billing and timely payments.
• Prioritize and drive global initiatives and ad-hoc projects to closure.
• Coordinate client training on JPM proprietary technology.
• Ensure compliance with company policies and procedures.

Skills

Client facing skills

Presentation skills

Communication skills

Team player

Priority & multitask

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the United States seeks a Client Service Manager – Associate in Securities Services to support a book of institutional clients and help drive client satisfaction.

You will work with senior staff to ensure service levels, governance of products, and timely responses across all offerings. Responsibilities include relationship management, mentoring junior teammates, overseeing inquiries and escalations, and ensuring accurate billing while supporting global initiatives and