JPMorgan Chase CIB – Investor Services – Client Service Manager – VP - NY in Brooklyn, New York

CIB – Investor Services – Client Service Manager – VP - NY


J.P. Morgan has one of theworld’s leading Custody and Fund Services platforms. We offer global clients abroad array of market leading and fully customizable services across custody,clearing, administration, middle and back office outsourcing, prime brokerageand other complimentary services.

The Client Service Managerwill provide support to Institutional, Asset Managers, Alternative, and PrivateEquity Managers serviced out of the New York office. S/he will developrelationships with select clients; providing a strategic link between thediverse businesses within J.P. Morgan and the client.

The Client Service Managerwill:

  • Represent J.P. Morgan’s Custody and Fund Services capabilities to current and prospective clients

  • Maintain strategic understanding of Client’s overall business, operating model and trading strategies in an effort to assist them to operate in a streamlined fashion with the JPM platform.

  • Have accountability for ensuring Client’s daily global service requirements are achieved end-to-end.

  • Actively monitor service delivery for all services/products that the client is taking

  • Serve as the primary point of contact/escalation for the delivery of the full breadth of C&FS capabilities and those of the global franchise.

  • Ensure a seamless transition from the Onboarding team post initial go live; establish and perform ongoing client governance with a focus on delivering value added, in demand capabilities

  • Assist in coordinating activities with the global integration, operation and front office teams based in the Americas, EMEA and APAC to manage client inquiries.

  • Conduct periodic client reviews and service meetings

  • Support Client Service team on client focused projects as well as internal/business transformation initiatives.


  • Bachelors Degree, MBA or CPA desired.

  • At least 6 years of experience in financial services with client servicing and/or operations, fund accounting or custody background

  • Strong executive presence, strategic thinking and influencing 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

  • 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.

  • S/he will interface daily with clients and must have the ability to build relationships. Confident presentation skills, persuasive speaking and oral skills are a prerequisite for the success of this profile.

  • An understanding of the major financial products: swaps, fixed income, equities, futures, options, currencies

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Job Client Services

Primary Location US-NY-Brooklyn-4 Chase Metrotech Ctr / 03357


Schedule Full-time

Job Type Standard

Shift Day Job

Req ID: 170030031