Securities Services Client Success Manager

JPMorganChase; Tampa (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase in Tampa seeks a Client Service Manager – Associate in Securities Services to support relationship management and governance across products. You will work with senior staff to drive client satisfaction and oversee timely responses, billing accuracy, and escalation handling.

Key qualifications include a bachelor's degree and 3–5 years in financial services, with strong communication, presentation and follow-up skills to serve institutional clients effectively.

Qualifications

• Bachelor's degree required with 3–5 years in financial services servicing institutional clients.
• Knowledge of Global Custody and/or Traditional, Hedge or Private Fund Services preferred.
• Must be a team player with strong client-facing, presentation and follow-up skills.
• Ability to prioritize, multi-task, and work with minimal supervision.

Responsibilities

• Support senior team to build and maintain relationships, ensuring client satisfaction.
• Provide guidance to junior members and own timely inquiry responses and escalations.
• Oversee governance processes, measure KPIs, and track actions to closure.
• Utilize CRM tools to capture feedback, generate reports and prepare reviews.
• Ensure accurate billing and coordinate global initiatives and ad-hoc projects.

Skills

Team player

Client satisfaction

Presentation skills

Communication skills

Follow-up skills

Multitasking

Education

Bachelor's degree

Tools

CRM tools

Job description

JPMorganChase in Tampa seeks a Client Service Manager – Associate in Securities Services to support relationship management and governance across products. You will work with senior staff to drive client satisfaction and oversee timely responses, billing accuracy, and escalation handling.

Key qualifications include a bachelor's degree and 3–5 years in financial services, with strong communication, presentation and follow-up skills to serve institutional clients effectively.