Asset Management: Institutional Client Account Manager

JPMorgan Chase & Co.; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Client Account Manager in Toronto to deliver exceptional service to institutional clients. Responsibilities include acting as a primary contact for client needs, managing the onboarding process, and coordinating communications. Candidates must have prior experience in asset management, a bachelor's degree, and be bilingual in English and French. Strong organizational skills and knowledge of investments are essential.

Qualifications

• Experience in an asset management firm, particularly with institutional clients.
• Excellent communication skills required.
• Strong organizational skills and ability to multi-task.

Responsibilities

• Act as the main client service contact for assigned clients.
• Manage the onboarding process for new clients.
• Attend client meetings and events as needed.

Skills

Client service experience

Knowledge of investments

Bilingual (English/French)

Organizational skills

Education

Bachelor’s degree

Job description

A leading financial institution is seeking a Client Account Manager in Toronto to deliver exceptional service to institutional clients. Responsibilities include acting as a primary contact for client needs, managing the onboarding process, and coordinating communications. Candidates must have prior experience in asset management, a bachelor's degree, and be bilingual in English and French. Strong organizational skills and knowledge of investments are essential.