Client Services Account Managers (CSAMs) are dedicated to fostering close relationships with their clients, understanding their requirements and expectations, and taking accountability for issue resolution. They engage in proactive client management and cultivate long-term partnerships to become trusted advisors. Additionally, CSAMs build strong relationships with Operations and other groups, such as Product, Sales, and Technology, both locally and regionally, to ensure effective service delivery to clients. CSAMs collaborate with and manage through various functional areas, both locally and globally, to ensure timely and efficient service provision. They operate with a high degree of autonomy in managing daily deliverables to clients.
As a Vice President in the Client Services Account Management team, you will be responsible for managing a portfolio of Securities Services' Custody and Fund Services clients. In your new role, you will have ultimate ownership of your clients' satisfaction with J.P. Morgan's products and services.
Job responsibilities
- Understand clients' business needs and agendas (roadmaps) to cultivate long-term partnerships with key clients.
- Take full responsibility for service delivery across Securities Services, building relationships internally and externally to understand client requirements and expectations.
- Drive the resolution and management of client queries, data and reporting collation, delivery issues, and track progress, leveraging internal teams as appropriate.
- Provide thought leadership and partner with Product Management and Product Development to deliver effective solutions to clients.
- Maintain client profiles and service level documents for your assigned book of clients.
- Lead in-person meetings with your client base to build relationships, establish an ongoing governance structure, update clients on product and system enhancements, and ensure their ongoing satisfaction with J.P. Morgan.
- Complete periodic relationship reviews for your clients.
- Monitor and manage billing for accuracy on a monthly and annual basis.
- Coordinate client training for proprietary J.P. Morgan technology.
- Coordinate service delivery across all products and services, including iMOS, Custody, Cash, FX, Liquidity, Fund Services, and Trading Services.
Required qualifications, capabilities, and skills
- 10+ years in Financial Services, particularly in the Securities Servicing Industry.
- Proven experience in a senior role related to Client Service, Implementation, Project Management, Product Development, or Operations.
- Familiarity with products such as Custody, Fund Accounting, Fund Administration, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Collateral Management, and Trading Services.
- Japanese and English language skills are required.
- Excellent leadership, communication, and interpersonal skills.
- Strong analytical and problem-solving skills.
- Focus on accountability, action, and outcome to ensure solutions meet client needs while aligning business deliverables with the firm's mission and goals.
- Proven ability to gain access to individuals within a wide range of functions in the organization.
- Ability to earn a reputation for integrity, intelligence, and problem-solving.
- Ability to prioritize, handle multiple tasks, and work with minimal supervision.
- Strong work ethic with a desire to work with teams along with a willingness to learn the products and processes offered by Securities Services.
Skills Required
- 10+ years in Financial Services, particularly in the Securities Servicing Industry.
- Proven experience in a senior role related to Client Service, Implementation, Project Management, Product Development, or Operations.
- Familiarity with Custody, Fund Accounting, Fund Administration, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, iMOS, Private Equity and Real Estate Services, Securities Lending, Collateral Management, and Trading Services.
- Japanese and English language skills.
- Excellent leadership, communication, and interpersonal skills.
- Strong analytical and problem-solving skills.
- Focus on accountability, action, and outcome aligning solutions with business deliverables.
- Proven ability to gain access to individuals across a wide range of functions in the organization.
- Ability to earn a reputation for integrity, intelligence, and problem-solving.
- Ability to prioritize, handle multiple tasks, and work with minimal supervision.
- Strong work ethic and willingness to learn Securities Services products and processes.
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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