Client Service Manager - Associate
JPMorgan Chase · jpmorganchase.com
TampaMid level3–5 yrs
The job in short
Client service management for institutional securities services clients.
RAGCompliance
Details
- Found
- 14 d ago · posted 2026-09-23
- Location as listed
- Tampa, FL, United States
- Role
- Customer Success
- Source
- The company’s own careers site
Full description
At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager – Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction.
As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with senior members to ensure client satisfaction with JPM and help to manage governance of products and services.
Job 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.
Required qualifications, capabilities, and skills
• Bachelor’s degree.
• At least three to five years of experience working at a financial services organization focused on servicing institutional clients.
• Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services or the ability to quickly learn.
• Team player and ability to collaborate and share ideas.
• Client satisfaction driven with client facing skills.
• Strong presentation and communication skills.
• Strong follow-up skills and ability to drive items to closure.
• Ability to prioritize, multi-task, and work well with minimal supervision.
Preferred qualifications, capabilities, and skills
• Works well in evolving environment.
• Drive for continuous improvement.
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