Client Service Manager – Associate - Latin America

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, by supporting governance processes and global initiatives.

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.
• Minimum three years of experience working at a financial services organization focused on servicing institutional clients.
• Fluent in English and Spanish both written and verbal is required.
• 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 qualification, skills, and capabilities:

• Works well in evolving environment.
• Drive for continuous improvement.
• Portuguese is a plus.