Client Support - Associate

JP Morgan Chase; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

JP Morgan Chase in Bengaluru is seeking an Associate in Client Support to partner with the Business and deliver exceptional service to clients. You will work in a fast-paced team to support onboarding, meetings, and client inquiries.

The role requires a Graduate/PG with 6+ years, strong stakeholder engagement, and experience creating PowerPoint and Tableau dashboards, plus familiarity with AI/ML BI tools.

Qualifications

• Graduate or postgraduate degree from a reputed institute.
• Strong stakeholder engagement skills and understanding of market dynamics.
• Experience creating PowerPoint presentations and Tableau dashboards.
• Exposure to AI/ML/BI tools to drive innovation.
• Understanding client management needs.

Responsibilities

• Prepare presentations and materials for client meetings.
• Excellent knowledge of Asset Classes and investment proposals, goal based analysis and investment reviews.
• Coordinate with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and follow-up.
• Ensure accurate information for Client Onboarding activities and respond to client inquiries with materials.
• Periodic updating of client information in core banking systems and documenting meeting minutes.
• Draw insights from large data (quantitative & qualitative) to streamline or automate processes.

Skills

Stakeholder engagement

Client management

Data analysis

Education

Graduate / Post graduate degree

Tools

PowerPoint

Tableau

AI/ML BI Tools

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