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Securities Services - Client Service Manager – Associate - Latin America

JPMorgan

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79 open securities roles across 15 companies are on ApplySarthi right now, most of them in Mumbai (3), Pune (1), Bengaluru (1).

What securities roles keep asking for: Accounting (27%), Excel (27%), Stakeholder management (23%), Product management (16%) — counted across their open postings here.

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Questions you are likely to be asked

  1. Why do you want to join JPMorgan?
  2. What is your experience with CRM? Tell me one thing you learned the hard way.
  3. Tell me about yourself, and why this role is the right next step.
  4. Tell me about a problem you solved at work that you are proud of.
  5. Tell me about a time you disagreed with your manager. What happened?

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At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager – Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction. As a Client Service Manager (CSM) in Securities Services (LATAM), you will join the client service team and support a book of clients. You will work closely with senior members to ensure client satisfaction with JPM and help to manage governance of products and services. Job responsibilities Support the senior team to build relationships with client base and to ensure client ongoing satisfaction with JPM. Provide guidance to junior team members. Own timely inquiry responses across all products and manage escalations. Support governance processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings. Fully utilize proprietary CRM tools to capture relationship feedback, help generate call reports, and track actions to closure. Prepare for periodic client relationship reviews. Ensure accurate billing and timely payments. Prioritize and help bring global initiatives and ad-hoc projects to closure. Coordinate client training on proprietary JPM technology. Ensure compliance with company policies and procedures. Required qualifications, capabilities, and skills Bachelor’s degree. At least three to five years of experience working at a financial services organization focused on servicing institutional clients. Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services or the ability to quickly learn. Team player and ability to collaborate and share ideas. Client satisfaction driven with client facing skills. Strong presentation and communication skills. Strong follow-up skills and ability to drive items to closure. Ability to prioritize, multi-task, and work well with minimal supervision. Preferred qualifications, capabilities, and skills Works well in evolving environment. Drive for continuous improvement.

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Listed on oraclehcm · posted 2026-10-13. ApplySarthi collects openings and links to application pages; the role is advertised by JPMorgan, not by us.