Securities Services - Client Service Manager – Associate - Latin America

JPMorgan Chase

Tampa, FL

On-site

Who this role is best for

Aimed at mid-level professionals in financial services with client-facing experience, focused on institutional clients in Latin America.

Best fit for

Candidates with institutional client service experience in financial services and a track record of managing client relationships
— “support a book of clients and work closely with senior members to ensure client satisfaction”
Individuals who can manage product governance and service-level metrics with a focus on accountability
— “support governance processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings”

Things to consider

The role requires direct client interaction and may involve some travel to Latin America
— “support a book of clients in Securities Services (LATAM)”
Candidates must be able to manage multiple tasks and deliver results with minimal supervision
— “ability to prioritize, multi-task, and work well with minimal supervision”

How to stand out

Highlight experience in institutional client onboarding and relationship management in your resume and interviews
— “support the senior team to build relationships with client base and ensure client ongoing satisfaction”
Demonstrate your ability to manage KPIs and service-level monitoring in previous roles
— “measurement and monitoring of service levels using KPIs and RAG ratings”
Showcase your experience with financial services CRM tools and data tracking systems
— “fully utilize proprietary CRM tools to capture relationship feedback, help generate call reports, and track actions to closure”
Emphasize your history of driving client satisfaction and closing issues effectively
— “own timely inquiry responses across all products and manage escalations”
Demonstrate your ability to train clients on complex financial systems or technologies
— “coordinate client training on proprietary JPM technology”

Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

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

What success looks like

client satisfaction
accurate billing
project completion

Typical background

Financial Services

Skills & requirements

Required

Client ServiceTeam ManagementProduct GovernanceCRM ToolsComplianceCommunication

Preferred

Continuous Improvement

Stack & domain

Global CustodyHedgePrivate Fund ServicesCRM ToolsKpisRAG RatingsProprietary JPM TechnologyTeam PlayerClient SatisfactionPresentationCommunicationFollow-upPriorityMulti-taskSupervisionFinanceBanking

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 – 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.
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