Client Service Manager - Associate jobs in United States
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JPMorganChase · 1 day ago

Client Service Manager - Associate

position4915 Independence Pkwy, Tampa, FL, 33634, US
timeFull-time
remoteOnsite
seniorityMid Level
date3+ 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 client satisfaction initiatives and work closely with senior team members to manage a book of clients and governance of products and services.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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 satisfactionGlobal Custody knowledgeFinancial services experiencePresentation skillsFollow-up skillsMulti-tasking abilityTeam playerCommunication skills

Required

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

Works well in evolving environment
Drive for continuous improvement

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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