Etf Client Service Manager

4 weeks ago


Boston, United States JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
Come join our team We are seeking a highly motivated, solutions-oriented leader to join our ETF Client Service Team. JP Morgan is one of the largest global Exchange Traded Fund (ETF) service providers with offices, operations and clients located throughout the world. As Vice President of Client Service, you’ll have the opportunity to provide excellent, best in class service to our ETF clients while contributing to the growth of our business.

**Position Summary**:
As a Client Service Manager (CSM) in Securities Services, you will join the ETF Client team servicing the Global Asset Manager Segment, and have an assigned book focused on large-scale global asset managers and new entrants to the ETF market. As the CSM servicing these clients you will have ultimate ownership of your client’s satisfaction with JP Morgan. This role requires partnership and collaboration with internal teams and resources to provide comprehensive, innovative solutions, meeting the extensive needs of our clients. As a CSM, you will also serve as a key contact, point of escalation, and advocate for our ETF clients to ensure strong service delivery and client satisfaction are experienced across their business.

**Responsibilities**:

- Manage a portfolio of ETF asset manager clients within Securities Services
- Provide oversight and governance over the relationship, incorporating appropriate measurement and service level monitoring to ensure exceptional levels of service delivery and a positive client experience are achieved
- Serve as a key contact and escalation point for the client, stakeholders and the business for all service related client matters
- Lead meetings with your client base to build relationships, establish an on-going governance structure, update clients on product and system enhancements, align on strategic direction, and work to ensure the client’s ongoing satisfaction with JP Morgan
- Maintain client profiles, and service level documents for your assigned book of business
- Ensure accurate, timely billing and invoice collection
- Provide solutions to complex client issues and initiatives in a timely and effective manner
- Support Client onboarding and new ETF launches; spearhead client change management, and Fund events for clients
- Provide thought leadership, guidance and expertise to ETF clients while keeping updated on industry trends, regulatory changes, and changes to the ETF ecosystem

**Required qualifications, capabilities, and skills**:

- Bachelor’s degree
- 7+ years of Financial Services Experience
- Strong Fund Services knowledge and experience, including fund administration, accounting, global custody operations, and asset servicing
- Ability to build and maintain effective working relationships with clients and counterparties
- Excellent customer service skills with attention to detail
- Ability to learn and discuss the products and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, Investment Information Services, ETF Services, and Securities Lending
- Strong oral and written communication and presentation skills
- Effective analytical, problem solving, critical thinking, and decision-making skills
- Ability to prioritize, handle multiple tasks with mínimal supervision in a fast paced environment
- Ability to work effectively in global operating and matrix environments

**Preferred qualifications, capabilities, and skills**:

- 7+ years of direct ETF Servicing experience
- Proficient in Microsoft Project, Word, Excel, PowerPoint, and Visio

**ABOUT US**

JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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



  • Boston, United States JPMorgan Chase & Co. Full time

    Job Summary Come Join our team ! Looking for a leader to support ETF servicing. This is a great opportunity to manage a team and provide the best service for our clients. As a Vice President in ETF Operations, you will have the opportunity to lead and manage a team dedicated to ETF servicing. Your role will involve supporting the daily activity for all...

  • Senior ETF Analyst

    5 days ago


    Boston, United States SS&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Senior ETF Analyst

    2 days ago


    Boston, United States SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Senior ETF Analyst

    7 days ago


    Boston, United States SS&C Technologies Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Senior ETF Analyst

    1 week ago


    Boston, United States SS&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...


  • Boston, Massachusetts, United States State Street Corporation Full time

    Consider growth potential and seed capital investment of new Fixed Income product ideasServe as investment product expert for North America for Fixed Income strategies within Institutional and/or ETF channelsMaintain deep understanding of regional client needs, competitive dynamics, regulatory trends and money in motion, across institutional and ETF...


  • Boston, United States Gupta Media Full time

    Job Description Job Description Salary: Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have...


  • Boston, United States Gupta Media Holdings LLC Full time

    Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have dramatically grown our work with big brands...


  • Boston, United States Gupta Media Full time

    Job DescriptionJob DescriptionSalary: Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have...

  • Assistant Manager

    2 weeks ago


    Boston, United States JTC PLC Full time

    ROLE OVERVIEW PURPOSE OF JOB This position performs as an Assistant Manager. The candidate will be responsible for providing high level customer service to clients while administering the appropriate procedures, processes in a timely, accurate and professional manner. Identifies streamlining opportunities for process improvement. Works independently to...


  • Boston, United States Carson Wealth Full time

    Position SummaryThe role of the Wealth Management- Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes...


  • Boston, United States Carson Wealth Full time

    Position SummaryThe role of the Wealth Management- Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers and Advisors by providing service that exceeds expectations. This includes...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:RoleThe Digital Asset Product Manager will work on product development, management, strategy, and marketing of a range of Fidelity Digital Asset Managment s (FDAM) crypto and digital asset investment strategies and products. This role will cover existing single and multi-token digital asset investment strategies and will help drive innovation...


  • Boston, United States Marchon Partners Full time

    Job Title: Client Services Associate Location: Hybrid, 3 days in Boston (Tues – Thurs)Duration: 6+ months JOB PURPOSE: The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist the team with the production of appropriate and accurate marketing materials for client and...

  • Client Manager

    2 days ago


    Boston, United States Lockton, Inc. Full time

    Job Summary: About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience...

  • Client Manager

    7 days ago


    Boston, Massachusetts, United States Lockton Companies Full time

    Job Summary:About Lockton: Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, that independence has allowed us to serve our clients, take care of our people and give back to our communities. Lockton is a very human company in a very human business. We believe in the power of our people and provide the tools and...


  • Boston, MA, United States State Street Corporation Full time

    Team Overview State Street Global Advisors (SSGA) is a global leader in institutional asset management, entrusted with more than $4.1 trillion in assets. For more than three decades, investors worldwide have benefited from our disciplined, precise investment process and powerful global platform offering access to every major asset class, capitalization range...

  • Client Manager

    4 weeks ago


    Boston, United States Pathstone Full time

    Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone...

  • Client Manager

    6 days ago


    Boston, United States Vistra Full time

    We seek a Global Entity Manager to support client of large corporation covering multiple jurisdictions. The client requires assistance in ensuring its global group is and remains compliant with local laws. The focus is on company secretarial, corporate compliance and other such non-fiscal entity compliance and governance. Usual contact point is General...


  • Boston, United States Partners Capital Full time

    The Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/invoicing, and providing...