Client Service Manager II

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.

As a Client Service Manager II within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals. Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward. This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.


JPMorgan Securities LLC offers security brokerage services providing investment products & services for institutional investors. JPMorgan's North American Equity Derivative Client Services is the primary point of contact for Institutional Asset Managers & Hedge Funds who execute trades with any of JPMorgan's global equity trading desks. As a Client Service Associate in Equity Derivatives, you will be part of a team that is responsible for monitoring the successful transmission of client trades from trade booking to settlement. The role requires you to interact daily interaction with Sales Traders, Clients, Service Providers and Operations Staff in order to maintain and improve client relationships and streamline processes.


Job responsibilities

• Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
• Protect both the client and the institution from potential financial and reputational damage.
• Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
• Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.

• Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
• Build strong relationships with our clients by delivering an industry leading client experience and share industry knowledge for the purpose of improving mutual efficiencies.
• Communicate effectively and professionally and attend meetings to share query metrics and discuss best practices.
• Monitor and manage daily control reports to identify and resolve exchange and client-side breaks and leverage analytics tools to identify and resolve outstanding risk while understand global markets and associated settlement risks.
• Monitor and resolve trade discrepancies and position break reports with corresponding internal/external parties. Perform root cause analysis to prevent future discrepancies and improve straight through processing (STP) capabilities.
• Manage fails including break resolution and trade rejects, reference data maintenance, and rationalize KPIs and other metrics via analytic tools.
• Onboard clients and learn the equity trade lifecycle along with a solid understanding of the various applications.

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in a client service role within a financial institution.
• Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships and
• Able to build and maintain positive client relationships.
• Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
• Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
• Strong analytical, technical, and problem-solving skills.
• Effective, adaptable, and professional communication/interpersonal skills.
• Strong attention to detail, quality, and accuracy.
• Able to thrive in a high pressure, high volume, deadline driven environment.
• Open and receptive to feedback/coaching.

Preferred qualifications, capabilities, and skills

• Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
• Drive continuous improvement initiatives for high-quality client experiences.
• Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
• Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.
• Knowledge of securities industry and back office operations (e.g. maturities, equities, fixed income, custody services, etc.).
• Educated to a Degree Level.

Work Schedule:
Monday - Friday 8:00am - 5:00pm or Monday - Friday 12:00pm - 9:00pm
Final Work Schedule will be determined at time of offer.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.


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