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Securities Services - Client Service Manager – Associate - Latin America

JPMorgan Chase · jpmorganchase.com
TampaLead / Manager
Apply on JPMorgan Chase’s site
Posted 29 days ago. 4 more Customer Success jobs in Tampa, Florida went up on company career pages this week. See the newer ones

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The job in short

Client service management for Latin America.

RAGCompliance

Details

Found
28 d ago · posted 2026-10-13
Location
Tampa, FL

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 (LATAM), 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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