Associate Client Solutions Manager

Job Highlights

• Title: Associate Client Solutions Manager
• Type: Full Time
• Experience: Required
• Function: Management/Securities
• Location: Brooklyn, NY, United States
• Company: JPMorgan Chase & Co.

Company Profile

JPMorgan Chase is one of the oldest financial institutions. It offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients.

Job Profile

The company is searching for an Associate Client Solutions Manager who will be responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan’s Corporate Investment Bank.

The role covers a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker-Dealers, and Insurance Companies.

Solution and Implementation activity encompasses all Securities Services products including – but not limited to – Custody, Fund Accounting, Fund Services, Hedge Fund Servicing, Transfer Agency, Securities Lending, and Clearance and Collateral Products.

The scale of activity will range from single product implementations to large, complex deals involving multiple products and multiple entities, and a range of constituents.

Education Level

• Not mentioned, yet a High School Diploma will be a plus

Work Experience

• 3+ years in Financial Services particularly Securities Servicing Industry
• 2+ years in a client-facing implementation role or commensurate experience

Duties/Responsibilities

• Actively mitigate and manage project risk by coordinating the timely resolution of issues.
• Actively represent and champion the Implementation team in the Sales cycle; participate in pitches and lead Implementation dialogue with internal partners and clients across all product discipline
• Contribute to strategy for delivering excellent client implementation service
• Develop and manage project delivery plans as well as facilitate negotiating of client legal agreements and execute plans with robust governance and reporting.
• Drive client requirements gathering process and propose and influence target solutions for the client.
• Ensure all controls and procedures are complied with
• Ensure client requirements are understood and work with internal partners to design, document, and ensure appropriate sign-off on solutions.
• Execute post-implementation and production satisfaction reviews to improve practices continually
• Identify potential tactical and strategic improvements to implementation processes
• Proactively drive internal team and department-wide initiatives as agreed upon
• Work with Sales and RFP teams in the pre-win phase to ensure onboarding is effectively represented

Skills/Knowledge/Abilities

• Effectively prioritize, track, and report on all projects in the pipeline.
• Excellent client-facing skills
• Excellent project management skills
• Lead project communication to all internal and external parties
• Working knowledge of multiple Securities Services products such as Custody, Fund Accounting/Admin, Securities Lending, Hedge Fund Services, and Prime Custody

Benefits/Perks

• The company offers benefits that include comprehensive healthcare coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Employer’s Statement

JPMorgan Chase is an Equal Opportunity Employer. The company considers all qualified applicant regardless of their 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.