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カスタマーサクセスの求人791件

Securities Services - Client Services Account Manager

給与
記載なし
勤務地
記載なし
休日
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雇用形態
記載なし

どんな仕事かAIによる生成

Manage a portfolio of Securities Services' Custody and Fund Services clients and take ownership of their satisfaction with J.P. Morgan's products and services. The role leads client service delivery, issue resolution, relationship management, and coordination across internal teams and product areas.

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募集元で応募するJPモルガン証券株式会社の採用ページへ
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応募資格

必須

  • 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.
  • Japanese and English language skills are required.
  • 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.

募集要項最終確認 11/2

職種
カスタマーサクセス
雇用形態
記載なし
役職
Vice President
給与
記載なし
勤務地
記載なし
働き方
記載なし
経験年数
10年以上
掲載日
2026/10/13 06:42(20日前)
最終確認
2026/11/02 02:47(今日)

仕事内容

募集内容

  • Client Services Account Managers (CSAMs) are dedicated to fostering close relationships with their clients, understanding their requirements and expectations, and taking accountability for issue resolution. They engage in proactive client management and cultivate long-term partnerships to become trusted advisors. Additionally, CSAMs build strong relationships with Operations and other groups, such as Product, Sales, and Technology, both locally and regionally, to ensure effective service delivery to clients. CSAMs collaborate with and manage through various functional areas, both locally and globally, to ensure timely and efficient service provision. They operate with a high degree of autonomy in managing daily deliverables to clients.
  • As a Vice President in the Client Services Account Management team, you will be responsible for managing a portfolio of Securities Services' Custody and Fund Services clients. In your new role, you will have ultimate ownership of your clients' satisfaction with J.P. Morgan's products and services.

Job 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.

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