About the Role
Client Services Account Managers (CSAMs) foster client relationships, understand requirements, and resolve issues. They proactively manage clients, build long-term partnerships, and act as trusted advisors. CSAMs also collaborate with internal teams like Operations, Product, Sales, and Technology to ensure effective service delivery. They manage daily deliverables with a high degree of autonomy. As a Vice President, you will manage a portfolio of Securities Services' Custody and Fund Services clients, owning their satisfaction with J.P. Morgan's products and services.
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.
Requirements
- 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.
- 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
- Japanese language skills
- English language skills
Experience Level
- Vice President
- 10+ years
About the Company
- J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors.
- Our first-class business in a first-class way approach to serving clients drives everything we do.
- We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
- 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.
Equal Opportunity
- 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.
