Senior Client Service Manager – Securities Services

Aumni; Tampa (FL); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in the United States is seeking a Client Service Manager – Associate to support a book of institutional clients within Securities Services. You will collaborate with senior staff to ensure client satisfaction and help govern product and service delivery.

The role emphasizes cross-team coordination, timely inquiries, and adherence to policies, with opportunities to drive initiatives and client training on JPM technology.

Qualifications

• Bachelor’s degree from an accredited institution.
• 3–5 years of experience in financial services servicing institutional clients.
• Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services.
• Strong client-facing, presentation, and communication skills.
• Ability to prioritize, multi-task, and work with minimal supervision.

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

Relationship management

Communication skills

Team collaboration

Presentation skills

Prioritization

Education

Bachelor’s degree

Tools

CRM tools

Job description

JPMorganChase in the United States is seeking a Client Service Manager – Associate to support a book of institutional clients within Securities Services. You will collaborate with senior staff to ensure client satisfaction and help govern product and service delivery.

The role emphasizes cross-team coordination, timely inquiries, and adherence to policies, with opportunities to drive initiatives and client training on JPM technology.