Job Description



The Client Service Delivery Lead is responsible for managing service delivery for a defined portfolio of clients, ensuring high levels of client satisfaction and the successful delivery of services. The role serves as the primary point of coordination between clients and internal stakeholders, overseeing governance activities, operational delivery, client onboarding, training, and escalation management. The successful candidate will drive standardization initiatives, support product and process enhancements, and provide ongoing oversight of corporate actions while reporting key client metrics to senior leadership.




Key Responsibilities

• Manage end-to-end service delivery for an assigned portfolio of clients.


• Build and maintain strong client relationships, ensuring client satisfaction and successful delivery of agreed services.


• Coordinate internal teams and stakeholders to ensure seamless execution of client requirements and service commitments.


• Oversee client governance activities, including client events, meeting preparation, calendar management, and maintenance of operational runbooks.


• Drive client standardization initiatives aligned to the firm's service offering and strategic objectives.


• Participate in implementation and onboarding projects, including leading client system training sessions prior to go-live.


• Identify gaps in system functionality and opportunities for process improvement; escalate enhancement requests and support prioritization efforts.


• Provide oversight of corporate actions in partnership with Corporate Actions and Relationship Management teams.


• Act as the first point of escalation for client issues, ensuring timely resolution and effective communication.


• Monitor, track, and present monthly client service metrics and performance reports to senior management.


• Travel to client sites as required to support relationship management and service delivery activities.

Qualifications & Experience

• Bachelor's degree in Business, Finance, or a related field preferred; equivalent experience considered.


• Excellent communication, presentation, and active listening skills.


• Strong analytical, numerical, documentation, and procedural management skills.


• Ability to work independently, manage competing priorities, and meet tight deadlines in a fast-paced environment.


• Certified Equity Professional (CEP) Level 1 qualification, or willingness to obtain certification.


• Minimum of 3 years' experience managing or supporting a portfolio of clients in a client-facing environment.


• Demonstrated ability to build relationships and collaborate effectively across multiple teams and functions.

Key Competencies

• Client Relationship Management


• Service Delivery & Operational Excellence


• Stakeholder Management


• Problem Solving & Escalation Management


• Project Coordination & Implementation Support


• Data Analysis & Reporting


• Process Improvement & Standardization


• Communication & Presentation Skills

This role offers the opportunity to work directly with clients, influence service delivery outcomes, and contribute to strategic initiatives within a dynamic and client-focused environment.




About Us



J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.



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 high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.




About the Team



J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.