Client Service Manager - Associate

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.