Securities Services - Client Services Manager â Associate
Securities Services - Client Services Manager â Associate
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Job Description
Client Services Managers (CSMs) are dedicated to fostering close relationships with their clients understanding their requirements and expectations and taking accountability for issue resolution. They engage in proactive client management and cultivate long-term partnerships to become trusted advisors. Additionally CSMs build strong partnerships with Operations Product Sales and Technology both locally and regionally to ensure effective service delivery to clients. CSMs collaborate with and manage through various functional areas both locally and globally to ensure timely and efficient service provision. They operate with a high degree of autonomy in managing the client experience across the franchise.
As a Client Services Manager in Securities Services you will be responsible for managing a portfolio of Securities Services Custody and Fund Services clients. In this role you will have ultimate ownership of your clients satisfaction with J.P. Morgans products and services.
Job responsibilities:
- Develop a partnership approach with clients to understand their operating and strategic business model to foster long term relationships.
- Take full accountability for service delivery and client satisfaction. Building relationships to understand client requirements and expectations and coordinating service delivery across all products and services.
- Act as key contact and escalation point for service delivery issues for internal teams and client.
- Drive resolution and management of client queries delivery issues and tracking of progress; leveraging internal teams as appropriate.
- Manage change process and projects whether client requested or JP Morgan driven including automation/ standardization efforts.
- Lead in person meetings with clients to build relationships establish an on-going governance structure update clients on product and system enhancements and work to ensure the clients ongoing satisfaction with JPMorgan.
- Monitor and manage billing accuracy.
Required qualifications capabilities and skills:
- University bachelors degree or higher
- 5 years of experience with a custodian asset management firm broker/dealer hedge fund fund administrator or other financial markets organizations servicing clients.
- Deep understanding of a suite of products the products including global custody fund accounting and administration.
- Strong written and oral communication and presentation skills.
- Effective problem solving. Focuses on accountability action and outcomes to ensure solutions meet client needs while aligning business deliverables to the firms mission and goals.
- Ability to exercise sound judgment and make effective decisions on behalf of the client and JPMorgan.
- Ability to prioritize handle multiple tasks.
- Strong work ethic with a desire to work with a team and a willingness to learn the products and processes of JPMorgan.
Required Experience:
Manager
Employment Type
Full-Time
