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Compensation

Full Description

As a Client Service Manager (CSM) in Securities Services, you will join the client service team and have an assigned book of clients. You will have ultimate ownership for client satisfaction with JP Morgan, pulling together the internal teams and resources required to successfully service your book of business. As a CSM, you will lead in-person meetings, manage client relationships, and coordinate service delivery to ensure client satisfaction with JP Morgan. You will also manage billing accuracy and ensure compliance with company policies. Job responsibilities: Lead in-person meetings with your client base to build relationships, establish an on-going governance structure, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM. Manage a CSM Associate(s) and work with VP counterparts to manage client relationships. Introduce Senior JPM Management to your clients. Maintain client profiles and service level documents for your assigned book of business. Complete periodic relationship reviews for your clients. Monitor and manage billing for accuracy. Coordinate client training of proprietary JPM technology. Coordinate service delivery to clients from within JPM, inclusive of staff from internal groups such as operations, accounting, etc., escalating when necessary. Ensure personal and client compliance with all company Policies and Procedures. Required qualifications, capabilities, and skills: Bachelor’s degree. At least eight years of experience working at a financial services organization focused on servicing Alternatives, Asset Manager, and/or institutional clients. Three to five years of direct people management; managing and developing staff and preparing and conducting performance reviews. Global Custody and asset servicing experience and knowledge. Alternatives knowledge especially experience working on fund accounting and administration services. Ability to learn and discuss the products and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, and Data Solutions, among others. Strong presentation skills and comfort communicating detailed information to senior level executives. Strong project management skills. Effective problem solving, oral and written communication skills. Ability to exercise sound judgment and make effective decisions on behalf of clients and JPM. Ability to prioritize, multi-task, and work with minimal supervision. Strong work ethic with a desire to collaborate with the team and manage people. Preferred qualifications, capabilities, and skills: Conversational Spanish skills. Experience working at a hedge fund or private equity firm.