Client Service Manager – Vice President

JPMorgan Chase
Brooklyn, NY
On-siteCareer-pivot friendly

Who this role is best for

Candidates with institutional client experience and people management skills will find this leadership role in Securities Services at JPMorgan Chase aligning with their background.

Best fit for

  • Candidates with institutional client experience and people management skills will find this leadership role in Securities Services at JPMorgan Chase aligning with their background.
    — “At least eight years of experience working at a financial services organization focused on servicing institutional clients.”
  • Individuals with a track record in driving client satisfaction and process governance will thrive in this role.
    — “Establish an on-going governance structure and lead governance of processes for all products.”
  • Candidates who can manage global initiatives and lead teams effectively are well-suited for this position.
    — “Provide strong oversight and manage to completion all global initiatives handled by the team.”

Things to consider

  • This role requires direct client interaction and leadership, not just technical expertise.
    — “Build relationships with clients and serve as the escalation contact for clients and JPM stakeholders.”
  • The role demands a high level of accountability for client satisfaction and service level monitoring.
    — “Ultimate ownership for client satisfaction with JPM, pulling together the internal teams and resources required.”

How to stand out

  • Highlight your experience in reducing billing errors and managing client costs in your resume and interviews.
    — “Drive reduction of billing errors and carry costs.”
  • Emphasize your ability to lead and mentor teams, as this is a key expectation.
    — “Lead, mentor, and develop the team.”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful client satisfaction
  • team development
  • process improvement
Typical background
financial servicesclient service management

Skills & requirements

Required

Client Relationship ManagementProject ManagementTeam LeadershipCommunicationProblem Solving

Preferred

Continuous Improvement

Stack & domain

Global CustodyTraditional, Hedge, Private Fund ServicesProject ManagementCommunicationPresentationProblem SolvingDecision MakingLeadershipFinance

About the role

Original posting from JPMorgan Chase

At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager – VP in Securities Services, you will have the opportunity to build strong relationships with our clients and ensure their satisfaction with our services.

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 JPM, pulling together the internal teams and resources required to successfully service your book of business and drive client satisfaction.

Job responsibilities

Build relationships with clients and serve as the escalation contact for clients and JPM stakeholders.

Participate in client meetings, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM.

Establish an on-going governance structure and lead governance of processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.

Drive reduction of billing errors and carry costs.

Provide strong oversight and manage to completion all global initiatives handled by the team.

Lead, mentor, and develop the team.

Required qualifications, capabilities, and skills

Bachelor’s degree.

At least eight years of experience working at a financial services organization focused on servicing institutional clients.

Strong knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services.

Three to five years of direct people management.

Strong communication, presentation, and project management skills.

Effective problem solving and decision-making skills.

Ability to exercise sound judgment and make effective decisions on behalf of clients and JPM.

Preferred qualifications, capabilities, and skills

Drive for continuous improvement.

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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Source: JPMorgan Chase careers

Similar roles