Client Service Manager -Head of LATAM Service- Executive Director
J.P. Morgan
Customer Service
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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join our Securities Services team to lead by example and to provide client satisfaction and service delivery for institutional clients.