At J.P. Morgan, we are committed to delivering exceptional client service. As a Client Service Manager in Securities Services, you will have the opportunity to build strong relationships with our Alternative clients and ensure their satisfaction with our services.
As a Client Service Manager (CSM) in Securities Services, you will join the client service team and have an assigned book of Alternative clients. You will have ultimate ownership for client satisfaction with JP Morgan, pulling together the internal teams and resources required to successfully service your book of business.
Job responsibilities:
- Lead in-person meetings with your client base to build relationships, establish an on-going governance structure, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM.
- Introduce Senior JPM Management to your clients.
- Maintain client profiles, and service level documents for your assigned book of business.
- Complete periodic relationship reviews for your clients.
- Monitor and manage billing for accuracy.
- Coordinate client training for proprietary JPM technology.
- Coordinate service delivery to clients from within JPM, inclusive of staff from internal groups such as operations, accounting, etc., escalating when necessary.
- Ensure personal and client compliance with all company Policies and Procedures.
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Required qualifications, capabilities, and skills:
- Bachelor's degree.
- At least five to seven years of experience working at a hedge fund, private equity fund, asset manager, or a financial markets organization focused on servicing alternative clients.
- Strong Alternatives knowledge, especially fund administration and accounting services.
- Global Custody and asset servicing experience.
- Ability to learn and discuss the products and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, and Data Solutions, among others.
- Strong presentation skills, and comfort communicating detailed information to senior level executives.
- Effective problem solving, oral and written communication skills.
- Ability to exercise sound judgment and make effective decisions on behalf of the client and JPM.
- Ability to prioritize, handle multiple tasks and work with minimal supervision.
- Strong work ethic with a desire to work with a team and a willingness to learn the products and processes of JPM.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.