Client Support - Associate

JPMorganChase; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

JPMorganChase in Bengaluru seeks an Associate for the Client Support team to partner with the Business and deliver exceptional service to clients. You will prepare client meeting materials, present investment proposals, and coordinate with global investment specialists and wealth advisors.

The role requires 6+ years of experience, strong stakeholder engagement, and proficiency with PowerPoint and Tableau. Knowledge of AI/ML/BI tools and languages like French/Spanish is a plus.

Qualifications

• Graduate / Post graduate degree from a reputed institute with 6+ years of experience.
• Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise.
• First-hand experience creating PowerPoint and Tableau Dashboards.
• Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams.
• Strong understanding of the needs and sensitivities of client management.

Responsibilities

• Preparing presentations and materials for client and prospective client meetings.
• Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews.
• Coordinating with global investment specialists, wealth advisors and capital advisors on client needs and meetings agendas.
• Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials.
• Periodic updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings.
• Draw insights from large data (Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process.

Skills

Stakeholder management

Data visualization

Analytical thinking

Client relationship

Communication

Education

Graduate / Post graduate degree

Tools

PowerPoint

Tableau

Job description

Job Description:

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Client Support team to partner with the Business.

As an Associate within the Client Support team, you will partner with the Business to deliver exceptional service to our clients.

Job responsibilities

• Preparing presentations and materials for client and prospective client meetings
• Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
• Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
• Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials
• Periodic updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings
• Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process

Required qualifications, capabilities, and skills

• Graduate / Post graduate degree from a reputed institute with 6 of experience
• Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise
• First-hand experience creating PowerPoint and Tableau Dashboards
• Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams.
• Strong understanding of the needs and sensitivities of client management

Preferred qualifications, capabilities, and skills

• Private Banking / Asset & Wealth Management knowledge a plus.
• Able to work under minimal supervision; adaptable to work in demanding environment
• Detail-oriented and results-focused
• French/Spanish language proficiency – reading/writing/speaking

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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.

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.