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Chase · 1 day ago

Client Service Manager - Associate

4915 Independence Pkwy, Tampa, FL, 33634, US

Full-time

Onsite

Mid Level

3+ years exp

J.P. Morgan is a leading financial institution committed to delivering exceptional client service. As a Client Service Manager – Associate in Securities Services, you will support initiatives to drive client satisfaction and work closely with senior members to manage governance of products and services.

BankingFinancial Services

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

Qualification

Client satisfactionFinancial services experienceGlobal Custody knowledgePresentation skillsCommunication skillsFollow-up skillsPrioritizeTeam playerCollaboration skills