At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager (CSM) – Head of LATAM Service in Securities Services, you will have ultimate ownership of your book of clients and their satisfaction with JPM. You will build strong relationships with clients and JPM product and service contacts. As the ED, you will drive the service vision and lead initiatives to provide superior client service and strong ongoing governance for the book of clients.
As a Client Service Manager (CSM) – ED in Securities Services, you will join the client service team and lead by example. Managing a team of CSMs and building and maintaining strong relationships with senior client contacts and JPM stakeholders.
Job responsibilities:
- Hold strategic client meetings. Lead in-person meetings with client base to build relationships, discuss the on-going governance structure, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM.
- Cross-sell JPM products and services.
- Provide senior leadership updates on client trends and initiatives.
- Participate in senior forums and present client profiles.
- Lead, mentor, develop team.
- Build and maintain relationships with internal stakeholders.
- Responsible for risk and controls management and team adherence to standard operating procedures (SOPs) and requirements.
- Innovation, data solutions & automation through AI/ML.
Required qualifications, capabilities, and skills:
- Bachelor’s degree.
- At least ten to fifteen years of experience working at a financial services organization focused on servicing institutional relationships.
- Fluent in English and Spanish both written and verbal is required. Portuguese is a plus.
- Strong knowledge of Global Custody and Traditional, Hedge, Private Fund Services, including ancillary products and services.
- Eight plus years of direct people management and leadership experience.
- Strong communication, presentation, and project management skills.
- Effective problem solving and decision-making skills.
- Ability to exercise sound judgment and make effective decisions on behalf of clients and JPM.
- Willingness to travel to meet with clients and prospective clients.
Preferred qualification, capabilities, and skills:
- Drive for continuous improvement.