Aimed at mid-level professionals in securities services who can manage client relationships and drive process improvements.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from JPMorgan Chase
Job Summary:
J.P. Morgan Securities Services offers comprehensive solutions that cover the entire investment cycle, empowering institutional investors to succeed both now and in the future. Our suite of world-class services encompasses custody, fund accounting and administration, middle office services, foreign exchange, liquidity management, securities financing, collateral management, data solutions, and regulatory insights.
With a wide range of integrated investor solutions covering investment strategies, fund structures, traditional and alternative asset classes, and geographies, we provide the expertise, scale, and capabilities to help our clients protect and grow their assets, optimize efficiency, and maximize opportunities in dynamic global markets.
The Client Service Manager (CSM) will be based in our Amsterdam or Luxembourg office working as part of a team that services a broad range of clients globally, including industry-leading asset managers, asset owners and a wealth of diverse clients. The CSM will have assigned responsibilities for ensuring consistent levels of service across all of Securities Services products and services including custody, fund accounting, investment middle office to name a few. They will assist in the preparation, organisation and delivery of monthly client service reviews and other client meetings, and will act as one of the main points of contact for clients. The CSM will assist with the resolution of escalated issues, as well as contribute to the client agenda for growth and change. They will work closely with internal partners to ensure consistent service levels are maintained and advocate for the client’s requirements. The role will be office-based five days a week.
Job Responsibilities:
Support Client Service managers with existing client activity and manage small portfolio of clients independently
Manage monthly client governance processes including the measurement and monitoring of agreed service levels, key performance indicators and RAG ratings
Work with internal colleagues to create and execute plans to resolve service issues
Identify opportunities to improve efficiency and reduce risk by enhancing the operating model and influencing client behaviours
Ensure accurate and timely fee billing as well as timely client payment for all products
Work with internal colleagues to ensure the client’s priorities, strategy and goals are communicated and the impact is understood and prepared for in Securities Services
Resolve client queries and issues promptly and efficiently, collaborating cross-functionally with Sales, Operations, Onboarding, Product, and Technology teams
Travel required to visit clients throughout the year, typically linked to Service Reviews, Due Diligence meetings and strategic relationship meetings
Required Qualifications, Capabilities, and Skills:
Product and Industry Experience: 3-4 years of relevant financial services experience, with a foundation knowledge of Securities Services products i.e. custody, fund accounting & administration
Client Skills: Experience working in a client facing role and ability to prepare for and participate in client meetings. Confident and articulate in leading client meetings
Communication and Language: Verbal and written communication skills showing the ability to present ideas clearly and succinctly as well as simplify complex issues to both client and internal recipients. Ability to ensure consistent attention to detail. Fluency in Swedish & English language is preferrable
Teamwork: Enjoy contributing as part of a team to achieve common goals
Problem Solving: Demonstrate analytical skills and evidence the resolution of issues, often under time pressure
Planning and Organization: Capable of working independently, planning and organizing work, managing multiple priorities and deadlines
Proactive Approach: Able to identify sub-optimal or high-risk processes; collaborate with clients and internal partners to improve the operating model
Industry Knowledge and Awareness: Demonstrate an interest in global and local current affairs, financial services and the asset management industry
Risk and Control Awareness: Demonstrate risk and control awareness
Resilience: Able to thrive in a fast-paced environment and maintain a strong work ethic and a positive attitude under pressure
Technical Proficiency: Proficient in Microsoft Excel, PowerPoint, and Word
Preferred qualifications, capabilities and skills
Natural interest and curiosity for the funds industry
Knowledge of the European regulatory environment for both Banks and Funds
Knowledge of Alteryx and Tableau to streamline data analysis and create impactful visualizations
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
Source: JPMorgan Chase careers