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Custody & Fund Services – Client Service Manager - Vice President

Req #: 170109083
Location: Plano, TX, US
Job Category: Product Management
Potential Referral Amount: 0 US Dollar (USD)
JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion with operations in more than 50 countries. The firm is a leader in investment banking, financial transaction processing, asset and wealth management, private equity, and financial services for consumers and businesses. Under the JPMorgan, Chase and Bank One brands, the firm serves millions of consumers in the United States and many of the globe’s most prominent corporate, institutional and government clients.

If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website:

As a Client Service Manager (CSM), you will join a growing West Coast client service team and have an assigned book of regional Institutional Custody Clients with JP Morgan Investor Services. Your client book will include a variety of Defined Benefit, Defined Contribution, and Public Fund plans, as well as Endowment, Foundations, and Corporate Cash accounts. As the CSM servicing these clients you will have ultimate ownership for your client’s satisfaction with JP Morgan, pulling together the internal teams and resources required to successfully service your assigned book of business.  
Role responsibilities will include:
  • 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 working to ensure the client’s ongoing satisfaction with JPM.
  • Introducing Senior JPM Management to your clients.
  • Maintaining client profiles, and service level documents for your assigned book of business.
  • Completing periodic relationship reviews for your ERISA qualified relationships.
  • Monitoring billing for accuracy on a quarterly and annual basis.  
  • Coordinating client training for proprietary JPM technology.  
  • Participation in the RFP process and finals presentations with sales.
  • Coordinating service delivery to the client from within JPM, inclusive staff from internal groups such as accounting, performance, compliance, and securities lending, escalating when necessary.
  • Ensuring personal and client compliance with all company audit Policies and Procedures
  • Seeking a candidate with seven to ten years of institutional customer service, operations, or sales experience.
  • Experience in working with ERISA-qualified plans, Defined Contribution, Defined Benefit, or corporate cash clients preferred.  Additionally, experience in custody, accounting, securities lending, performance measurement, compliance monitoring, benefit payments, and global tax.
  •  Knowledge of financial exposure and operational risks associated with bank product and services  
  • Strong preference for candidates experienced in working with institutional clients, 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 
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