Asset Management: Institutional Client Account Manager

J.P. Morgan; Vancouver; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading asset management firm in Metro Vancouver is seeking a Client Account Manager. This role is crucial in providing exceptional service to institutional clients, handling day-to-day client interactions, onboarding processes, and addressing client needs across various investment products. Ideal candidates will possess a Bachelor's degree, experience in client servicing within asset management, and be bilingual in English and French. Strong organizational and communication skills are essential for success in this position.

Qualifications

• Previous experience in asset management with institutional clients.
• Proficiency in both English and French required.
• Strong understanding of multi-asset solutions and investment products.

Responsibilities

• Act as day-to-day client service contact for assigned clients.
• Manage client onboarding processes and contracts.
• Communicate regulatory and business changes to clients.
• Coordinate client meetings and handle cash flow maintenance.

Skills

Client servicing

Communication

Client relationship management

Organizational skills

Bilingual (English/French)

Risk and control mindset

Education

Bachelor’s degree

Job description

A leading asset management firm in Metro Vancouver is seeking a Client Account Manager. This role is crucial in providing exceptional service to institutional clients, handling day-to-day client interactions, onboarding processes, and addressing client needs across various investment products. Ideal candidates will possess a Bachelor's degree, experience in client servicing within asset management, and be bilingual in English and French. Strong organizational and communication skills are essential for success in this position.