JOB DESCRIPTION

Are you looking for an exciting chance 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.

As a Customer Success Associate in Client Service & Solutions India team, you will manage complex client relationships and promote service and efficiency initiatives.

Responsibilities:
- Client management: 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

📌 Client Services (Mumbai)
🏢 JPMorganChase
📍 Mumbai