【JPモルガン証券】CIB - Securities Services - Client Service Manager - Associate
仕事内容
Job Description
As a Client Service Manager (CSM) in Securities Services, you will have responsibility for a book of Custody and or Fund Services clients. As the senior CSM servicing these clients you will have ultimate ownership for your client’s satisfaction with JPMorgan’s products and services.
応募資格(必須経験など)
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 work 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 clients.
・Monitoring and managing billing for accuracy on a monthly and annual basis.
・Coordinating client training for proprietary JPM technology.
・Coordinating service delivery across all products and services. Team members are comprised of colleagues from Custody, Accounting, Performance, Compliance, and Securities Lending.
・Ensuring personal and client compliance with all company policies and procedures.
Qualifications:
・Bachelor’s degree.
・Seeking a candidate with ten or more years of experience with a custodian, asset management firm, broker/dealer, hedge fund, fund administrator, trust bank or other financial markets organizations servicing clients.
・Experience in covering client relationships at the executive level.
・Strong Global Custody operations and asset servicing experience.
・Strong Fund Services knowledge and experience, especially fund administration and accounting services.
・Ability to learn and discuss the products and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, Investment Information Services, and ・Securities Lending.
・Strong English & Japanese language fluency
・Strong written and oral communication and presentation skills.
・Effective problem solving.
・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.