Securities Services Client Success Manager (Associate)

JP Morgan Chase; Tampa (FL); On-site; USD 72,000 - 104,000; Full time

Job summary

JPMorgan Chase in Tampa, FL is seeking a Client Services Manager – Associate to support a book of institutional clients within Securities Services. You will work with senior staff to drive client satisfaction, manage governance of products and services, and coordinate training on JPM technology.

The role requires a Bachelor’s degree and 3–5 years in financial services, with strong presentation, communication, and client-facing skills.

Qualifications

• Bachelor’s degree required.
• 3–5 years of experience in financial services servicing institutional clients.
• Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services or the ability to quickly learn.
• Strong client-facing and communication skills.
• Ability to prioritize and drive items to closure.

Responsibilities

• Support the senior team to build relationships with client base and to ensure client 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, help 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.
• Coordinate client training on proprietary JPM technology.
• Ensure compliance with company policies and procedures.

Skills

Client relationship management

Communication skills

Presentation skills

Multi-tasking

Team player

Education

Bachelor's degree

Job description

JPMorgan Chase in Tampa, FL is seeking a Client Services Manager – Associate to support a book of institutional clients within Securities Services. You will work with senior staff to drive client satisfaction, manage governance of products and services, and coordinate training on JPM technology.

The role requires a Bachelor’s degree and 3–5 years in financial services, with strong presentation, communication, and client-facing skills.