Client Service Manager - Senior Associate

Location: BOURNEMOUTH, DORSET, United Kingdom

Job Family: Client Advisory

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client-centric solutions. As a Client Service Manager - Senior Associate in our Bournemouth, Dorset office, you will play a pivotal role in the Client Advisory category, supporting affluent and institutional clients by delivering exceptional service and personalized financial guidance. This position offers the opportunity to join a dynamic team dedicated to enhancing client experiences through our world-class wealth management and advisory offerings, all while contributing to the firm's commitment to responsible banking in the UK market. In this senior role, you will manage a diverse portfolio of clients, ensuring their needs are met with precision and professionalism. Responsibilities include conducting in-depth financial reviews, providing strategic advice on investment opportunities, and fostering long-term relationships that drive client loyalty and business growth. You will collaborate closely with cross-functional teams across JPMorgan Chase's global network, leveraging cutting-edge tools and insights to navigate complex financial landscapes, including market volatility and regulatory changes. Your expertise will directly impact client satisfaction and help position JPMorgan Chase as the trusted partner for their financial success. We value professionals who thrive in a fast-paced environment and are passionate about the financial services industry. This role not only offers robust career development within one of the world's most admired firms but also the chance to make a meaningful difference in clients' lives. If you have a strong background in client advisory and a drive for excellence, join us in Bournemouth to advance your career at JPMorgan Chase.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-value clients, providing tailored advisory services to meet their financial goals
• Monitor client portfolios, analyze performance, and recommend adjustments in line with JPMorgan Chase's investment strategies
• Collaborate with internal teams including investment advisors, compliance, and operations to ensure seamless client experiences
• Conduct regular client meetings, both virtual and in-person, to review account status and address concerns
• Identify opportunities for cross-selling JPMorgan Chase products such as wealth management solutions and banking services
• Ensure adherence to UK regulatory standards, including FCA guidelines, and maintain accurate client documentation
• Develop and implement client service plans to enhance satisfaction and retention
• Analyze client feedback and market trends to improve service delivery
• Support business development initiatives by leveraging client relationships to grow assets under management
• Mentor junior associates in client service best practices within the Bournemouth office

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in client service or relationship management within the financial services industry
• Proven track record of managing high-net-worth clients or institutional accounts at a major bank
• Strong understanding of investment products, wealth management, and regulatory compliance in the UK financial sector
• Excellent communication skills with the ability to handle complex client inquiries
• Experience with client relationship management (CRM) systems and financial software
• Relevant certifications such as CFA, CFP, or FCA-approved qualifications

Preferred Qualifications

• Advanced degree (Master's or MBA) in Finance or related discipline
• Prior experience working at a global investment bank like JPMorgan Chase
• Knowledge of sustainable investing and ESG principles
• Fluency in additional languages relevant to UK and international clients
• Experience in digital client onboarding and virtual advisory services

Required Skills

• Client relationship management
• Financial analysis and portfolio management
• Regulatory compliance (FCA, MiFID II)
• Investment product knowledge (equities, bonds, alternatives)
• CRM software proficiency (e.g., Salesforce)
• Data analysis and reporting tools (Excel, Tableau)
• Risk assessment and mitigation
• Negotiation and conflict resolution
• Strategic thinking and problem-solving
• Excellent verbal and written communication
• Time management and prioritization
• Team collaboration and leadership
• Digital literacy for virtual client interactions
• Emotional intelligence and empathy
• Adaptability to market changes

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Retirement savings plan with generous employer matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities, such as tuition reimbursement and access to JPMorgan Chase's learning academy
• Employee stock purchase plan and financial planning services
• Flexible working arrangements, including hybrid options in Bournemouth
• Global mobility programs and career advancement support within JPMorgan Chase

JP Morgan Chase is an equal opportunity employer.