Securities Services
3 days ago
As a Client Service Manager, you will enhance client satisfaction, ensure service excellence, and have the chance to forge enduring client relationships.
Client Services Managers (CSMs) are dedicated to fostering close relationships with their clients, understanding their requirements and expectations, and taking accountability for issue resolution. They engage in proactive client management and cultivate long-term partnerships to become trusted advisors. Additionally, CSMs build strong partnerships with Operations, Product, Sales, and Technology, both locally and regionally, to ensure effective service delivery to clients. CSMs collaborate with and manage through various functional areas, both locally and globally, to ensure timely and efficient service provision. They operate with a high degree of autonomy in managing the client experience across the franchise.
As a Client Services Manager Vice President in Securities Services, you will be responsible for managing a portfolio of Securities Services' Custody and Fund Services clients. In this role, you will have ultimate ownership of your clients' satisfaction with J.P. Morgan's products and services.
**Job responsibilities**:
- Understand clients' business needs and agendas (roadmaps) to cultivate long-term partnerships with key clients.
- Take full responsibility for service delivery across Securities Services, building relationships internally and externally to understand client requirements and expectations.
- Drive the resolution and management of client queries, data and reporting collation, delivery issues, and track progress, leveraging internal teams as appropriate.
- Provide thought leadership and partner with Product Management and Product Development to deliver effective solutions to clients.
- Lead in-person meetings with your client base to build relationships, establish an ongoing governance structure, update clients on product and system enhancements, and ensure their ongoing satisfaction with J.P. Morgan.
- Complete periodic relationship reviews for your clients.
- Monitor and manage billing for accuracy.Coordinate service delivery across all products and services, including IMOS, Custody, Cash, FX, Liquidity and Fund Services.
**Required qualifications, capabilities, and skills**:
- 10 years in Financial Services, particularly in the Securities Servicing Industry.
- Proven experience in a senior role related to Client Service, Implementation, Project Management, Product Development, or Operations.
- Deep understanding of the product set including Custody, Fund Accounting, Fund Administration, Investment Analytics, Compliance, ETFs, IMOS, Private Equity.
- Excellent leadership, communication, and interpersonal skills.
- Strong analytical and problem-solving skills.
- Focus on accountability, action, and outcome to ensure solutions meet client needs while aligning business deliverables with the firm's mission and goals.
- Proven ability influence individuals within a wide range of functions in the organization.
- Ability to prioritize, handle multiple tasks, and work with mínimal supervision.
- Strong work ethic with a desire to work with teams.
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