Securities Services - Client Service Manager - Associate

Testing Site - JPMC; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan in Boston seeks a Client Service Manager (CSM) in Securities Services to support a book of institutional clients and collaborate with senior team members to drive satisfaction and governance of products and services.

You will own inquiries, coach junior staff, and lead client relationship reviews, while ensuring accurate billing and timely payments and contributing to key global initiatives.

Qualifications

• Bachelor’s degree required.
• 3–5 years of experience servicing institutional clients in financial services.
• Knowledge of Fund Accounting, Fund Administration, and/or Global Custody, or ability to learn quickly.
• Team player with client-facing skills.
• Strong presentation and communication skills.

Responsibilities

• Support the 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 with KPIs and RAG ratings.
• Fully utilize CRM tools to capture relationship feedback, generate call reports, and track actions to closure.
• Prepare for periodic client relationship reviews.
• Ensure accurate billing and timely payments.
• Prioritize and help bring global initiatives and ad-hoc projects to closure.

Skills

Client relationships

Communication skills

Team collaboration

Governance and KPIs

Problem solving

Education

Bachelor's degree

Tools

CRM software

Reporting tools

Job description

At J.P. Morgan, we are committed to delivering exceptional client service. Join our Securities Services team and help shape the client experience for leading institutional clients.

As a Client Service Manager (CSM) in Securities Services, you will join a dynamic client service team, supporting a book of clients and working closely with senior members to ensure satisfaction and effective governance of products and services. Your role will be pivotal in driving client satisfaction, managing inquiries, and supporting key initiatives that matter to our clients and our business.

Job responsibilities

• Support the senior team to build relationships with client base and ensure ongoing satisfaction with JPM.
• Provide guidance to junior team members.
• Own timely inquiry responses across all products and manage escalations.
• Support governance processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.
• Fully utilize proprietary CRM tools to capture relationship feedback, generate call reports, and track actions to closure.
• Prepare for periodic client relationship reviews.
• Ensure accurate billing and timely payments.
• Prioritize and help bring global initiatives and ad-hoc projects to closure.

Required qualifications, capabilities, and skills

• Bachelor’s degree.
• Three to five years of experience at a financial services organization focused on servicing institutional clients.
• Knowledge of Fund Accounting or Fund Administration and/or Global Custody, or ability to quickly learn.
• Team player with ability to collaborate and share ideas.
• Client satisfaction driven with client-facing skills.
• Strong presentation and communication skills.
• Strong follow-up skills and ability to drive items to closure.

Preferred qualifications, capabilities, and skills

• Works well in evolving environment.
• Drive for continuous improvement.