J.P. Morgan Securities Services provides comprehensive solutions spanning the full investment cycle to help institutional investors succeed now and in the future. Our world-class suite of services includes custody, fund accounting and administration, middle office services, foreign exchange, liquidity management, securities financing, collateral management, data solutions and regulatory insights.
With a broad array of integrated investor solutions that span investment strategies, fund structures, traditional and alternative asset classes, and geographies, we deliver the expertise, scale and capabilities to help our clients protect and grow their assets, optimize efficiency and maximize opportunities in dynamic, global markets.
Job Summary
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The Client Service Manager acts as a single point of contact, escalation, and advocate for all of our client's servicing requirements. It will require working in partnership with internal partners and clients, ensuring agreed service levels are met and future needs understood. Our mission is to provide a world-class service experience at every client touch point and achieve quality leadership in the industry through measureable and proven service performance.
The role will focus on clients who take multiple products including Fund Services, Custody and Collateral.
The successful candidate will act as a primary escalation point for the client on day-to-day issues, including project work and management of their change agenda
This is a client focused role requiring a broad coverage across a wide range of services and issues, and will require a high level of responsiveness and focus on improving the client experience in order to support potential business growth
Job Responsibilities
- Manage a client/s covering products across the Securities Services product offering.
- Responsible for ensuring exceptional levels of service to the clients and managing their expectations in coordination with business partners
- Act as key contact and escalation point for the client, key stakeholders, and the business for all service-related client matters.
- Ensure complex client issues are resolved with minimum impact to the client and the business, and in a timely and effective manner. This will often involve working cross functionally across a number of departments such as Sales, Operations, Onboarding, Product, Product Development and Technology teams and obtaining "buy in" from the business to meet the clients' needs and achieve a manageable solution
- Set-up and management of a governance process covering all products that incorporates appropriate measurement and monitoring of service levels, utilising KPI and RAG ratings
- Improve efficiency and reduce risk by seeking opportunities to enhance the operating model and influencing client behaviours
- Ensure accurate and timely fee billing for all products
- When the need arises, define and manage a remediation project to address any areas where service is no longer meeting client expectations
- Act as the client advocate across the business to ensure their requirements and expectations are understood and factored into decision making
- Ability to perform direct client communication as appropriate and broker successful outcomes to difficult and complex issues. Communicate in a clear, concise and efficient manner.
Required Qualifications, Capabilities, and Skills
- Client Management & Presentation - Experience in dealing with complex/demanding client organizations and an ability to develop strong client relationships. Must be confident, articulate and be able to combine diplomacy and assertiveness in leading client meetings such as service reviews or ad-hoc issue/resolution meetings.
- Communication - Strong communication and diplomacy skills with an ability to influence and manage effectively across a large virtual team at all levels
- Problem solving - Ability to resolve problems in complicated, unique and dynamic situations where the analysis of situations or data requires an in-depth evaluation of procedures and associated regulations, with input from multiple stakeholders
- Planning and organising - Ability to work independently and multi-task under pressure.
- Attention to detail - Diligently attends to details and pursues quality in accomplishing tasks
- Leadership - Takes personal ownership of issues, brokering optimum outcomes and holding business partners accountable for delivering to the high levels of service demanded by clients.
- Proactive - Ability to identify sub-optimal processes such as those that are manual and high risk and working with clients and business partners to developing solutions
- Knowledge - Strong understanding of products and the ability to understand the client organisation including their strategy and objectives
- Diverse - demonstrate an appreciation of a diverse workforce by using differences to add value to decisions or actions for organisational success
- Ability to demonstrate inclusion of risk and control parameters in daily activities
- Self-reliant and results orientated able to prioritize key tasks effectively
- Strong work ethic and positive attitude under pressure
- Microsoft Excel, PowerPoint, Word and Outlook skills
Preferred qualifications, capabilities and skills
- Experience gained in an operational or product environment would be beneficial
- Knowledge of CIB products, and an enthusiasm to develop knowledge across the Securities Services Industry
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.