Client Success Manager, Securities Services LATAM

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

Job summary

JPMorgan Chase & Co. in Tampa, FL seeks a Client Service Manager - Associate to support a portfolio of institutional clients within Securities Services LATAM, working with senior staff to enhance client satisfaction and govern product/service delivery.

You will collaborate with teams to ensure accurate billing, initiate global initiatives, and coordinate training on JPM technology while maintaining high service standards.

Qualifications

• Bachelor's degree required.
• 3–5 years in financial services servicing institutional clients.
• Knowledge of Global Custody or related services or ability to learn.
• Strong client-facing, presentation, and communication skills.
• Ability to prioritize, multi-task, and work with minimal supervision.

Responsibilities

• Support senior team to build client relationships 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, including KPI and RAG monitoring.
• Fully utilize proprietary CRM tools to capture feedback, generate call 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 technology.
• Ensure compliance with company policies and procedures.

Skills

Client relationship

Communication

Time management

Team player

Problem solving

Education

Bachelor's degree

Tools

CRM tools

Job description

JPMorgan Chase & Co. in Tampa, FL seeks a Client Service Manager - Associate to support a portfolio of institutional clients within Securities Services LATAM, working with senior staff to enhance client satisfaction and govern product/service delivery.

You will collaborate with teams to ensure accurate billing, initiate global initiatives, and coordinate training on JPM technology while maintaining high service standards.