热门公司

JPMorgan Chase
JPMorgan Chase

Global financial services firm

Client Service Manager - Associate

职能运营
级别Lead级
地点Tampa, FL, United States
方式现场办公
类型全职
发布2个月前
立即申请

福利待遇

医疗保险

401k

心理健康支持

Learning Budget

育儿假

必备技能

Client relationship management

Communication

Project Management

Multi-Tasking

  • 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.

ABOUT US
JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM:

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.

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关于JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

员工数

New York City

总部位置

$500B

企业估值

评价

10条评价

3.8

10条评价

工作生活平衡

3.5

薪酬

4.0

企业文化

3.8

职业发展

3.2

管理层

2.8

68%

推荐率

优点

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

薪资范围

44个数据点

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1份报告

$139,000

年薪总额

基本工资

$107,000

股票

-

奖金

-

$139,000

$139,000

面试评价

4条评价

难度

3.0

/ 5

时长

14-28周

录用率

50%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

常见问题

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study