Securities Services - Client Service Manager - Associate
Company: JPMorganChase
Location: Boston
Posted on: April 1, 2026
|
|
|
Job Description:
Description At J.P. Morgan, we are committed to delivering
exceptional client service. Join our Securities Services team and
help shape the client experience for leading institutional clients.
As a Client Service Manager (CSM) in Securities Services, you will
join a dynamic client service team, supporting a book of clients
and working closely with senior members to ensure satisfaction and
effective governance of products and services. Your role will be
pivotal in driving client satisfaction, managing inquiries, and
supporting key initiatives that matter to our clients and our
business. Job responsibilities Support the senior team to build
relationships with client base and ensure 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,
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. Required qualifications, capabilities,
and skills Bachelor’s degree. Three to five years of experience at
a financial services organization focused on servicing
institutional clients. Knowledge of Fund Accounting or Fund
Administration and/or Global Custody, or ability to quickly learn.
Team player with 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. Preferred qualifications, capabilities, and
skills Works well in evolving environment. Drive for continuous
improvement.
Keywords: JPMorganChase, Pawtucket , Securities Services - Client Service Manager - Associate, Accounting, Auditing , Boston, Rhode Island
