13 days old

JPMorgan Chase & Co.
Brooklyn, NY 11201
  • Job Code

Securities Services - Client Service Manager – Asset Managers - Vice President

Job Description

The Role:  Client Service Manager –Vice President – Brooklyn, New York


JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.8 trillion and operations worldwide.  The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

As a Client Service Manager (CSM) in Securities Services, you will join the Asset Managers Client Service segment and  be assigned to a dedicated client service team.  Your client will be a large investment manager with a book that will include both mutual and hedge funds.  As the CSM servicing this client, you will have ultimate ownership for your client’s satisfaction with JP Morgan, pulling together the internal teams and resources required to successfully service your assigned book of business.  

Role responsibilities will include:
  • Lead in-person meetings with your client base to build relationships, establish an on-going governance structure, update clients on product and system enhancements, and work to ensure the client’s ongoing satisfaction with JPM.

  • Introducing Senior JPM Management to your clients.

  • Maintaining client profiles, and service level documents for your assigned book of business.

  • Completing periodic relationship reviews for your relationships.

  • Monitoring and managing billing for accuracy on a monthly and annual basis.  

  • Coordinating client training for proprietary JPM technology.  

  • Coordinating service delivery to clients from within JPM, inclusive of staff from internal groups such as accounting, performance, compliance, and securities lending, escalating when necessary.

  • Ensuring personal and client compliance with all company audit Policies and Procedures.

  • Bachelor’s degree.
  • Seeking a candidate with five to eight years at an asset management firm, hedge fund, fund administrator, or other financial markets organizations servicing clients.

  • Strong Global Custody operations and asset servicing experience. 

  • Strong Fund Services knowledge and experience, especially fund administration and accounting services.

  • Ability to learn and discuss the products and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, Investment Information Services, and Securities Lending.

  • Strong presentation skills, and comfort communicating detailed information to senior level executives.

  • Effective problem solving, oral and written communication skills.

  • Ability to exercise sound judgment and make effective decisions on behalf of the client and JPM.

  • Ability to prioritize, handle multiple tasks and work with minimal supervision.

  • Strong work ethic with a desire to work with a team and a willingness to learn the products and processes of JPM. 

Req #: 200023810
Location: Brooklyn, NY US
Job Category: Product Management
Employment Type: Full Time
Potential Referral Amount: 3000 US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-05-14 Expires: 2020-06-13

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JPMorgan Chase & Co.
Brooklyn, NY 11201

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