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Client Service Manager - Associate

JPMorganChase • Commercial & Retail Banks • Wealth Management & Financial Advisors • Bachelor's Degree • 8 days ago
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Salary
≈ $53k – $95k per year (Estimated)
Location
In office (Tampa)
Seniority
Middle · 3+ years exp

Confirmed on the employer's own hiring board on Oct 1, 2026. First seen by Alion on Sep 23, 2026. JPMorganChase scores A on the Alion truth index.

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JPMorganChase

JPMorganChase is the largest bank in the United States by assets and one of the most systemically important financial institutions in the world, with a lineage running back through more than a thousand predecessor firms to the 1799 founding of the Bank of the Manhattan Company. It combines a dominant investment bank and markets business with Chase, the largest retail banking franchise in America, plus commercial banking and asset and wealth management. Headquartered in New York, the group is unusual among banks for the scale of its technology spending, running one of the largest engineering organisations of any financial institution and deploying its own internal AI platform across the firm.
jpmorganchase.com • HQ: New York, United States • Wealth Management & Financial Advisors • Asset Management & Funds • Investment Banking & M&A Advisory • Commercial & Retail Banks • 5000+ employees • Est. 1871
Tech stack of JPMorganChase

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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