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Security Services - Client Service Manager - Associate

New York, New York
full-time
Posted 7/16/2025
Direct Apply
Key Skills:
Client Relationship Management
Billing Accuracy
Project Management
Presentation Skills
Compliance
Financial Services Knowledge
Global Custody
Fund Accounting & Administration

Compensation

Salary Range

$70K - 120K a year

Responsibilities

Support client service team by managing client relationships, coordinating service delivery, billing, training, and ensuring compliance.

Requirements

Bachelor’s degree with 3-5 years financial services experience focused on institutional clients, knowledge of custody and fund services, strong communication and project management skills.

Full Description

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 the VP to ensure client satisfaction with JP Morgan, by helping to pull together the internal teams and resources required to successfully service clients. Job responsibilities: Support senior members of the team to build relationships with the client base and to ensure client ongoing satisfaction with JPM. Maintain client profiles and service level documents. Participate and prepare for periodic client relationship reviews. Support and manage billing for accuracy. Coordinate client training of proprietary JPM technology. Coordinate service delivery to clients from within JPM and work with internal stakeholders. Ensure personal and client compliance with all 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 Institutional clients. Knowledge of Global Custody and Hedge/Private Fund Services, including Fund Accounting & Administration. Ability to learn and discuss the products and services offered by Securities Services. Strong presentation skills and comfort communicating detailed information to stakeholders at calls and in-person 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 to stay organized. Strong work ethic with a desire to work with a team. Preferred qualifications, capabilities, and skills: Experience working with Alternatives or Asset Manager clients. Experience working at a hedge fund or private equity firm.

This job posting was last updated on 7/18/2025

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