Asset Management - EMEA Client Service, Client Account Management

J.P. MORGAN-1; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A global investment management firm is seeking a Client Account Manager to support institutional and intermediary clients. The successful candidate will handle day-to-day servicing needs, resolve client issues, and coordinate with various departments. Strong interpersonal and organizational skills are essential. The role requires collaboration with global teams and proficiency in MS Office. Enthusiasm for delivering exceptional client services is a must.

Qualifications

• Strong interpersonal, communication, and negotiation skills.
• Enthusiastic and detail-oriented with a commitment to accuracy.
• Ability to work independently and in global teams.

Responsibilities

• Act as key contact for clients and stakeholders.
• Ensure complex client issues are resolved promptly.
• Coordinate KYC and onboarding processes.
• Participate in client meetings and reviews.

Skills

Interpersonal skills

Communication (written and oral)

Negotiation

Organizational skills

Attention to detail

Tools

MS Office Suite

Job description

Overview

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists are dedicated to the support of our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs.

Client Service Role Summary

The Client Account Management Team serves as the guardian of the client experience for Asset Management. Client Account Managers ("CAMs") are responsible for the day-to-day servicing of J.P. Morgan Asset Management's institutional, sub-advisory, Intermediary and global liquidity client base. CAMs develop and understand the unique servicing needs of their clients and champion those within the context of the larger firm. We believe in doing "first class business in a first-class way" and you should share our passion for creating an exceptional client experience and managing our business ethically and compliantly.

CAMs are a key point of contact for daily servicing needs and proactively understand the requirements of clients across all asset classes, coordinating with Client Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate.

The successful candidate will demonstrate effective communication, interpersonal and relationship-building skills, along with an organized approach and controls mindset.

Job Responsibilities

• Act as key contact for the client, key stakeholders, and the business for all service-related client matters.
• Ensure complex client issues are resolved with minimum impact to the client and the business.
• Work cross-functionally across departments such as legal, compliance, risk, operations and product areas; influence outcomes and obtain buy-in to meet client needs and achieve a manageable solution.
• Ensure client-impacting issues, regulatory changes, and business changes are communicated to the client and escalated/documented for internal stakeholders as appropriate.
• Perform, in compliance with internal procedures and processes, all required client service functions throughout the client lifecycle, including:
• Work with RFP and CA Teams to provide information and/or answers to prospect questions and participate in pitches as needed.
• Contribute to onboarding processes including helping negotiate Investment Management Agreements and communicating with the client and other third parties.
• Coordinate KYC in partnership with Client Advisors and AML/KYC teams.
• Respond to day-to-day queries and deliver our service offering; coordinate client cash flows, follow up on outstanding invoices, and maintain client records.
• Position the Firm's digital servicing capabilities to help scale the business.
• Attend client meetings and events as appropriate (including pitches and due diligence meetings) and lead onboarding reviews and client service reviews.
• Actively participate in and contribute to client-impacting business, technology and regulatory driven projects and initiatives.

Required qualifications, capabilities, and skills

• Strong interpersonal, communication (written and oral), negotiation and influencing skills.
• Enthusiastic about delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, well-organized, detail-oriented and committed to accuracy.
• Ability to work independently and with teams globally, multi-task, meet strict deadlines, and navigate challenges. Strong organizational and prioritization skills are required, with effective judgement from a risk and escalation perspective.
• Flexible/adaptable to change and able to collaborate with teams to deliver outside of the core role.
• Fluency in verbal and written English.
• Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook).

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.