Client Service Manager - Analyst
testing site jpmcTampa, FL
Client Service Manager - Analyst
testing site jpmcTampa, FLMid L4
Customer Service RepresentativesSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Investment Banking and Securities IntermediationPortfolio Management and Investment AdviceCommercial Banking
APPLY NOW (opens in a new tab)At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager - Analyst in Securities Services, you will help support our team to ensure client satisfaction with products and services. You will support the senior team with global initiatives.
As a Client Service Manager (CSM) in Securities Services, you will join the client service team and help support senior team members. You will work on client impacting initiatives that help drive client satisfaction with JPM.
Job responsibilities:
Support senior team members to help drive client delivery.
Address client and internal inquiries and elevate accordingly.
Update CRM tools and client profiles.
Prepare templates and materials for client presentations.
Support efforts on accurate billing and timely payments.
Ensure compliance with company policies and procedures.
Required qualifications, capabilities, and skills:
Bachelor's degree.
At least two years of experience working at a financial services organization focused on servicing institutional clients.
Team player and desire to work in a collaborative environment.
Ability to work in a fast-paced environment with strong work ethic.
Strong attention to details, communication skills, and presentation skills.
Comfort communicating to senior members of the team.
Effective problem solving and effective escalation skills.
Preferred qualifications, capabilities, and skills:
Works well in evolving environment.
Drive for continuous improvement.
Matching similar jobs
Level
Mid L4
Location
Tampa, FL
Occupation
Customer Service Representatives
Industry
Investment Banking and Securities Intermediation
Posted
3 days ago