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Securities Services – Client Service Manager – Vice President
Company Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the Company, Chase and Bank One brands, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.
If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at Company Chase. Further information about careers at Company Chase can be found on our website: Company website.
As a Client Account Manager, you will report to a Senior Client Service Manager. You will serve as the Client Account Manager for an assigned book of Institutional Clients including public and corporate pension funds, corporate cash and Defined Contribution clients and have ultimate ownership for your client’s satisfaction. As the Client Account Manager you are responsible for pulling together the team and resources required to successfully service your assigned book of business.
Additional responsibilities will include:
Leading in person/phone meetings with your client base to build relationships, establish an on-going governance structure, update clients on product and system enhancements, and monitor the clients on going satisfaction soliciting direct feedback.
Introducing Senior Management to your client base.
Lead the internal governance with all applicable service, products and operational partners.
Responsible for overall client satisfaction and associated reporting.
Maintaining client profiles, and service level documents for your assigned book of business.
Completing periodic relationship reviews for your relationships.
Monitoring billing for accuracy on a Monthly basis.
Coordinate client training.
Participate in new business presentations with sales.
Coordinating service delivery from a virtual team inclusive of support staff from a variety of functional groups such as accounting, performance, compliance, and securities lending.
Working with Line of Businesses partners, Market Staff and Legal staff to ensure the prompt resolution of client issues through appropriate channels and escalating as required.
Participating in national project teams representing Client Service.
Performing other special duties or assignments as requested or required.
Assuring compliance with all Chase audit Policies and Procedures.
Typically a minimum of ten years or the equivalent customer service, operations, sales or management experience preferably experience with custody, accounting, securities
lending, performance measurement, compliance monitoring and global tax.
Experience with corporate and public pension funds.
Working knowledge of ERISA and regulatory environment is helpful
Strong presentation skills.
Knowledge of financial exposure and operational risks associated with bank product and services.
Effective problem solving, oral and written communication skills.
Ability to exercise sound judgment and make effective decisions.
Ability to prioritize, handle multiple tasks and work under pressure.
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