Asset Management - Client Account Manager - Associate

Fairygodboss; Vancouver; On-site; CAD 70,000 - 90,000; Full time

Job summary

Fairygodboss is hiring a Client Account Manager in Metro Vancouver. In this role, you will deliver exceptional client service to Institutional clients at J.P. Morgan, manage client communications, and handle onboarding processes.

Successful candidates will have previous experience in asset management, a Bachelor's degree, and bilingual proficiency in English and French. This position is ideal for those with strong organizational skills and a client service focus.

Qualifications

• Previous experience at an asset management firm.
• Knowledge of multi-asset solutions and other investment products.
• Strong ability to manage complex assignments and meet deadlines.

Responsibilities

• Act as day-to-day client service contact for assigned clients.
• Manage the onboarding process and client communications.
• Perform all required client service functions and maintain client records.

Skills

Client service

Investment knowledge

Bilingual proficiency (English/French)

Organizational skills

Education

Bachelor's degree

Job description

As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a point of contact for daily servicing needs of our clients and develop an understanding of the unique requirements of clients across all asset classes. As a Client Account Manager you will also partner with Senior Client Account Managers to provide similar support to certain key strategic relationship clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.

Job Responsibilities

• Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager
• Act as a central point of contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients
• Manage the onboarding process including negotiation of legal contracts, account set-up, communication with client and other third parties
• Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders
• Attend client meetings and events as appropriate (including due diligence meetings)
• Perform all required client service functions including maintenance of client records, coordination of client cash flows, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and respond to clients' auditors, consultants, and other third party requests

Required qualifications, capabilities, and skills

• Previous experience at an asset management firm; background in client service with institutional client base required including knowledge of investments including multi asset solutions, alternatives, fixed income, equity, real estate and private equity product offerings
• Bachelor's degree required
• Ability to develop strong client and able to gain an in-depth understanding of client servicing needs
• Excellent written and communication skills
• English/French bilingual proficiency required
• Strong risk and control mindset with exceptional ability to asses situations and make informed decisions
• Exceptional organizational skills; ability to multi-task and to manage complex assignments and meet deadlines

Preferred qualifications, capabilities, and skills

• Advanced degrees, other financial qualifications and licenses are a plus (Chartered Financial Analyst)

Equal Opportunity Employer

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.