Securities Services - Client Service Manager – Associate - Latin America

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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.