What are the responsibilities and job description for the Client Service Manager - U.S. Alternatives - Vice President position at JPMorgan Chase?
At J.P. Morgan, we are committed to delivering exceptional client service. As a Client Service Manager in Securities Services, you will have the opportunity to build strong relationships with our Alternative clients and ensure their satisfaction with our services.
As a Client Service Manager (CSM) in Securities Services, you will join the client service team and have an assigned book of Alternative clients. You will have ultimate ownership for client satisfaction with JP Morgan, pulling together the internal teams and resources required to successfully service your book of business.
Job responsibilities:
- Lead in-person meetings with your client base to build relationships, establish an on-going governance structure, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM.
- Introduce Senior JPM Management to your clients.
- Maintain client profiles, and service level documents for your assigned book of business.
- Complete periodic relationship reviews for your clients.
- Monitor and manage billing for accuracy.
- Coordinate client training for proprietary JPM technology.
- Coordinate service delivery to clients from within JPM, inclusive of staff from internal groups such as operations, accounting, etc., escalating when necessary.
- Ensure personal and client compliance with all company Policies and Procedures.
Required qualifications, capabilities, and skills:
- Bachelor’s degree.
- At least five to seven years of experience working at a hedge fund, private equity fund, asset manager, or a financial markets organization focused on servicing alternative clients.
- Strong Alternatives knowledge, especially fund administration and accounting services.
- Global Custody and asset servicing experience.
- Ability to learn and discuss the products and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, and Data Solutions, among others.
- Strong presentation skills, and comfort communicating detailed information to senior level executives.
- Effective problem solving, oral and written communication skills.
- Ability to exercise sound judgment and make effective decisions on behalf of the client and JPM.
- Ability to prioritize, handle multiple tasks and work with minimal supervision.
- Strong work ethic with a desire to work with a team and a willingness to learn the products and processes of JPM.
