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Client Service Manager - Associate

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below

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, 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.
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Position Requirements
10+ Years work experience
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