About J.P. Morgan Corporate & Investment Bank
J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Custody and Fund Services: J.P. Morgan has one of the world’s leading Custody and Fund Services platforms. We offer global clients a broad array of market leading and fully customizable services across custody, clearing, administration, middle and back office outsourcing, prime brokerage and other complimentary services.
The Client Service Manager will provide support to Institutional Alternative and Private Equity Managers serviced out of the New York office. S/he will develop ‘portal’ relationships with select clients; providing a strategic link between the diverse businesses within J.P. Morgan and the senior management of the client.
The Client Service Manager will:
Represent J.P. Morgan’s Custody and Fund Services capabilities to current and prospective clients
Actively monitor service delivery for all services/products to client
Coordinate activities with the global integration, operation and front office teams based in the Americas, EMEA and APAC to manage client inquiries
Understand client strategies and develop cross selling opportunities complementary with J.P. Morgan businesses
Work with the client on new product and fund launches, service requirements and technology projects
Proactive, with a focus on finding the optimum client solution, whilst working within J.P. Morgan parameters and controls
Conduct periodic for client reviews and service meetings
Drive the client’s agenda globally within J.P. Morgan and act as the escalation point for and coordinate resolution of cross product service delivery issues (Fund Accounting, Transfer Agency, Custody, Compliance and Trust & Fiduciary)
Develop and maintain strong relationships with key internal and external parties (including CFO at client)
Coordinate and strategically structure client communications
Negotiate change management requests against internal priorities and client agreements
Qualifications: Bachelor degree preferably in accounting, MBA/CPA preferred
1-3 years of experience at a Hedge fund, Private Equity fund, Accounting firm, Fund Administration provider or other financial market organizations servicing clients is preferred
Hedge and/or Private Equity Fund Services operations experience a plus
Knowledge of Global Custody, Fund Administration, Hedge Funds and/or Private Equity and awareness of interdependencies of these products
Energetic self starter, s/he will need to take initiative and operate with a degree of autonomy
Strong organizational, project management and planning skill sets
A sensitivity to compliance, control and operational risk is imperative
S/he will interface daily with clients and must have the poise, experience and ability to build relationships. Confident presentation skills, persuasive verbal and written skills are a prerequisite for the success of this role.
Proven ability to work closely with multiple product teams to ensure consistency of service delivery and client satisfaction levels
An understanding of the major financial products: swaps, fixed income, equities, futures, options, currencies
Fluency in Portuguese and Spanish a significant plus
JPMorgan offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan is an equal opportunity and affirmative action employer Disability/Veteran.
Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.
The firm invites all interested and qualified candidates to apply for employment opportunities.
If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us by calling (US and Canada Only) 1-866-777-4690. Please indicate the specifics of the assistance needed.