JOB DESCRIPTION Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view Join our agile team for an exciting opportunity in a fast-paced environment As a Client Service Account Manager you ll be the key contact for our clients ensuring their service needs are met and future requirements are anticipated We aim to deliver world-class service and lead the industry in quality through proven performance Our focus is on Client-Facing Technology Simplicity and Reliability embodying our core values of Client Relationships and Teamwork You ll oversee services for our Third Party Investment Management segment based in Mumbai India and help build strong partnerships with clients As a Client Services Associate within the Securities Services team you will act as a single point of contact and advocate for all of our client s servicing requirements You will partner with clients to ensure agreed service levels are met and future needs are understood providing a world-class service experience at every client touch point You will oversee and deliver on client efficiency initiatives manage governance processes and lead in-person meetings to build relationships and ensure client satisfaction Job Responsibilities Deal with complex demanding client organizations and an ability to develop strong client relationships Oversee and deliver on client efficiency initiatives - fax elimination reduction in non-standard client processes reporting etc Identify and implement process improvement opportunities that significantly enhance efficiency quality and client satisfaction Manage governance process of service disciplines Deliver transparencies on significant items to wider audience and coordinate in region against global initiatives Identify design and influence investment initiative priorities for new product enhancements service bundles and operational efficiencies Completing periodic relationship reviews for your clients Participate in service reviews and client events such as RFPs Due Diligence and client workshops forums Lead in-person meetings with your client base to build relationships establish an on-going governance structure update clients on product and system enhancements and work to ensure the client s ongoing satisfaction with JPM Maintaining client profiles and service level documents for your assigned book of business Coordinating client training for proprietary JPM technology Coordinating service delivery across all products and services including working with colleagues from Custody Accounting Performance Compliance and Securities Lending Ensuring personal and client compliance with all company policies and procedures Prepare scorecards and ad-hoc reports for clients as well as for internal partners Liaise with multiple product teams e g Fund Accounting Performance Reporting etc to consolidate the information required for clients Analyze client key performance indicators KPIs and Key Risk Indicators KRIs to identify client trends and provide root cause explanations to facilitate CSM meetings with clients Perform functions related to risk and quality control including entitlements and dormant account reviews fee billing audits billing receivables client onboarding account closings outstanding tax documentation and reclaims standing instructions etc Perform invoice review before they are sent to the client Support Client Service team on client focused projects as well as internal business transformation initiatives Assist in coordinating activities with the global operations and middle office teams based in the Americas EMEA and APAC to manage clients Required qualifications capabilities and skills Bachelor s degree Strong client management skills and experience in dealing with partners internally Able to demonstrate Industry Business Knowledge demonstrate executive management and communication experience skills give examples of creative problem solving experience Ability to adapt and demonstrate flexibility in a dynamic environment Capability to quickly grasp new products and developing new business requirement Demonstrated ability to work collaboratively and develop robust partnerships Able to demonstrate influencing skills and strategic thinking Strong presentation and analytical skills speaking and oral skills Ability to summarize simplify and communicate detailed and complex information to a broad range of team members across the seniority spectrum whether verbally or written Strong organizational project management and planning skill sets Compliance mindset with a solid understanding of risks associated with the broad array of services offered Effective problem solving Strong work ethic with a desire to work with a team and a willingness to learn the products and processes of JPM Maintaining client profiles and service level documents for your assigned book of business Coordinating client training for proprietary JPM technology Preferred qualifications capabilities and skills An understanding of the major financial markets and securities Ability to learn and discuss the products and services offered by Securities Services with clients including Global Custody Fund Accounting Administration Investment Information Services and Securities Lending Ability to exercise sound judgment and make effective decisions on behalf of the client and JPM Ability to prioritize handle multiple tasks and work with minimal supervision Relevant Operations fund accounting or custody background preferred Experience with a custodian asset management firm broker dealer hedge fund fund administrator or other financial markets organizations servicing clients ABOUT US 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 ABOUT THE TEAM J P Morgan s Commercial Investment Bank is a global leader across banking markets securities services and payments Corporations governments and institutions throughout the world entrust us with their business in more than 100 countries The Commercial Investment Bank provides strategic advice raises capital manages risk and extends liquidity in markets around the world