As a Client Service Manager within the Custody Client Facing Team, you will oversee the operational management and control of the daily workflow, ensuring efficient and effective service delivery. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. 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.
Job responsibilities
- Manage the workflow through the life cycle of Trades, Cash, FX, Corporate Action and Income products
- Operationally manage and control the daily workflow within the Custody Client Facing team
- Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
- Ensure all daily controls and client query management are completed and signed off, including client service inquiry resolution, cash and stock break, event management, as well as all key metrics are produced as required
- Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
- Conduct ongoing review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
- Contribute to the strategic development of Global Custody products, Global Custody Client Facing team organization
- 5+ years of experience or equivalent expertise in Settlements, Trade Support, Cash, Asset Servicing, Reconciliation, Risk and Control, and Custody within a financial institution
- Bachelor’s degree or equivalent
- Strong ability to learn ongoing stream of new markets, products, and processes
- Strong risk and control awareness, including ability to effectively prioritize workloads and work to critical deadlines
- Confident communication skills in all mediums to both internal and external clients.
- Proficient in Microsoft Office products including Word, Excel, Access, and Outlook
- Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
- Drive continuous improvement initiatives for high-quality client experiences.
- Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.
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 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.