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in Brooklyn, NY
CIB - Client Service Account Specialist, Analyst
•30 days ago
Hours | Full-time, Part-time |
---|---|
Location | Brooklyn, New York |
About this job
Client Servic e Manager Description
The Client Service Manager has overall accountability for ensuring Client's global service requirements are achieved end-to-end and across Markets & Investor Services. We are their primary contact and are an advisor on all service related matters. We support Sales in improving and retaining client relationships, whilst maintaining a strategic understanding of the client's operating model.
Responsibilities
Accountable for managing the current activities and overall client satisfaction for the assigned book of business. T he role includes:
- Managing client relationships and ensuring their satisfaction
* Partnering with internal groups including Operations, Sales, Relationship Management and Product to ensure the function provides a best in class service experience and maintains an "end to end" approach and view of our service quality to clients
* Manage the governance process for the assigned book of business including service, performance metrics, regulatory requirements, risk & controls
* Ex ecuting strategic Client Service business goals*
* Maintain a comprehensive understanding of market, vendor and regulatory implications to effectively advise clients of the implications to their operating environment (e.g. Dodd-Frank)
* Manage a governance process of service disciplines, with agreed service standards, managing against core needs, delivery against committed services, proactive management to identify trends, issues and opportunities to improve service levels
* Conduct/participate in regular service reviews
* Escalate issues to senior management
* Helps navigate the firm on behalf of the Client
* Gathers intelligence on the client and disseminates internally
* Seeks opportunities and responds to initiatives to improve service levels and improved efficiency for the business and the client
* Oversight and coordination of Client Change Management agenda
* Provide input to the design of new client solutions
* Maintains strong client relationships which can be referenced and lead to an increased share of wallet
* Provide input for key projects in the region
* Responsible for managing operational risk through effective monitoring and resolution of risk metrics
* Proactively managing global tax documentation for the assigned book of business.
* Managing all internal reporting requirements on a timely basis.
* Manage client discussions and in person meetings
* Participating in assigned new business presentations
* Driving efficiencies and productivity across the function
*Client Services as a whole is also undergoing an end to end model review -- this role will allow the successful candidate to be involved in driving forward improved processes that will result in a significant improvement for our clients.
Qualifications
Required Skill / Experience:
* Outstanding client management skills (preferably 10 years) and direct experience in dealing with this client segment
* BA (or equivalent )
* Ability to adapt and demonstrate flexibility in a dynamic environment
* Strong executive presence, strategic thinking and influencing skills (both within JPMorgan and influencing the client)
* Deep product and operating knowledge across Markets, Fund Admin, Financial Reporting, general operations and technology
* Capability to quickly grasp new products and developing new business requirements
* Demonstrated ability to work collaboratively and develop strong partnerships
* Ability to deal with conflict
* Willingness to challenge the status quo and drive better outcomes for our clients
* Proficiency in change and process management
* Strong program management skills
* Strong organizational, project management and planning skill sets
* Compliance mindset with a solid understanding of risks associated with the provision of services to clients in our line of business
* Excellent presentation skills, with the ability to engage a senior-level audience
* Is able to summarize, simplify and communicate detailed and complex information to a broad range of team members or clients across the seniority spectrum, whether verbally or written.
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase & Co. is an equal opportunity and affirmative action employer Disability/Veteran.
The Client Service Manager has overall accountability for ensuring Client's global service requirements are achieved end-to-end and across Markets & Investor Services. We are their primary contact and are an advisor on all service related matters. We support Sales in improving and retaining client relationships, whilst maintaining a strategic understanding of the client's operating model.
Responsibilities
Accountable for managing the current activities and overall client satisfaction for the assigned book of business. T he role includes:
- Managing client relationships and ensuring their satisfaction
* Partnering with internal groups including Operations, Sales, Relationship Management and Product to ensure the function provides a best in class service experience and maintains an "end to end" approach and view of our service quality to clients
* Manage the governance process for the assigned book of business including service, performance metrics, regulatory requirements, risk & controls
* Ex ecuting strategic Client Service business goals*
* Maintain a comprehensive understanding of market, vendor and regulatory implications to effectively advise clients of the implications to their operating environment (e.g. Dodd-Frank)
* Manage a governance process of service disciplines, with agreed service standards, managing against core needs, delivery against committed services, proactive management to identify trends, issues and opportunities to improve service levels
* Conduct/participate in regular service reviews
* Escalate issues to senior management
* Helps navigate the firm on behalf of the Client
* Gathers intelligence on the client and disseminates internally
* Seeks opportunities and responds to initiatives to improve service levels and improved efficiency for the business and the client
* Oversight and coordination of Client Change Management agenda
* Provide input to the design of new client solutions
* Maintains strong client relationships which can be referenced and lead to an increased share of wallet
* Provide input for key projects in the region
* Responsible for managing operational risk through effective monitoring and resolution of risk metrics
* Proactively managing global tax documentation for the assigned book of business.
* Managing all internal reporting requirements on a timely basis.
* Manage client discussions and in person meetings
* Participating in assigned new business presentations
* Driving efficiencies and productivity across the function
*Client Services as a whole is also undergoing an end to end model review -- this role will allow the successful candidate to be involved in driving forward improved processes that will result in a significant improvement for our clients.
Qualifications
Required Skill / Experience:
* Outstanding client management skills (preferably 10 years) and direct experience in dealing with this client segment
* BA (or equivalent )
* Ability to adapt and demonstrate flexibility in a dynamic environment
* Strong executive presence, strategic thinking and influencing skills (both within JPMorgan and influencing the client)
* Deep product and operating knowledge across Markets, Fund Admin, Financial Reporting, general operations and technology
* Capability to quickly grasp new products and developing new business requirements
* Demonstrated ability to work collaboratively and develop strong partnerships
* Ability to deal with conflict
* Willingness to challenge the status quo and drive better outcomes for our clients
* Proficiency in change and process management
* Strong program management skills
* Strong organizational, project management and planning skill sets
* Compliance mindset with a solid understanding of risks associated with the provision of services to clients in our line of business
* Excellent presentation skills, with the ability to engage a senior-level audience
* Is able to summarize, simplify and communicate detailed and complex information to a broad range of team members or clients across the seniority spectrum, whether verbally or written.
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase & Co. is an equal opportunity and affirmative action employer Disability/Veteran.