Securities Services Client Service Associate
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Job Location:
Jersey, NJ - USA
Monthly Salary:
$ 91200 - 132000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Be the face of world-class client service at JPMorgan Chase where your expertise and dedication help institutional investors achieve operational excellence and risk management.
As a Client Service Associate you will support key client and third-party relationships for the Securities Services businessa division that delivers custody fund services and securities lending solutions to institutional investors. You will act as a primary escalation point for day-to-day issues project work and change management ensuring a superior client experience and supporting business growth. Your role is client-focused requiring responsiveness relationship management and a drive to improve service quality and operational efficiency.
Job responsibilities
- Support senior team members in building and maintaining strong client relationships to ensure ongoing satisfaction.
- Ensure timely inquiry responsiveness across all services and manage escalations both internally and externally.
- Fully utilize proprietary CRM tools to capture relationship feedback generate call reports and track actions to closure.
- Manage governance processes for all products including measurement and monitoring of service levels using KPIs and RAG ratings.
- Participate in and prepare for periodic client relationship reviews.
- Identify opportunities to improve efficiency and reduce risk by enhancing the operating model and influencing client behaviors.
- Ensure accurate and timely fee billing for all products.
- Coordinate client training on proprietary JPM technology.
- Coordinate service delivery to clients and collaborate with internal stakeholders.
- Ensure compliance with all company policies and procedures for both yourself and your clients.
Required qualifications capabilities and skills
- Bachelors degree.
- Three to five years of experience at a financial services organization focused on institutional clients.
- Knowledge of Global Custody and Hedge/Private Fund Services including Fund Accounting & Administration.
- Ability to learn and discuss Securities Services products and offerings.
- Strong presentation skills and comfort communicating detailed information to stakeholders in calls and meetings.
- Project management skills including experience managing project plans.
- Effective problem-solving oral and written communication skills.
- Ability to adapt to change work well under pressure and stay organized.
- Strong work ethic and desire to work collaboratively within a team.
- Energetic self-starter with the ability to proactively navigate the firm and partner with different teams and individuals.
Preferred qualifications capabilities and skills
- Experience working with Asset Owner and/or Asset Manager clients.
- Experience in a Securities Services operational or product environment.
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
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 ov ... View more
