Asset Management - Client Service Associate with Italian and French

Testing Site - JPMC; Lombardia; On-site; EUR 50,000 - 90,000; Full time

Job summary

J.P. Morgan Asset & Wealth Management seeks a Client Service representative to deliver exceptional service to clients across Europe, including Italy.

You will coordinate with Sales, Sales Support and Operations to resolve queries and manage onboarding, AML/KYC processes, and client communications. The role requires fluency in French, English and Italian, with a strong client-service mindset and the ability to operate across multiple markets.

Qualifications

• Fluency in French, English and Italian with excellent oral and written communication.
• Experience in client servicing within financial services is required.
• Ability to provide quantifiable management reporting and present findings.

Responsibilities

• Act as day-to-day client service contact for assigned markets, supporting Sales & Sales Support and coordinating with Operational Teams.
• Drive onboarding processes including AML/KYC for allocated clients in collaboration with Sales and Operations.
• Attend client meetings and trainings; communicate significant client issues and document/escalate appropriately.
• Handle queries, errors and complaints with high quality standards and timely responses.
• Review and improve service performance; inform clients about changes, regulations, or JPM policies.

Skills

Fluent in French

Fluent in English

Fluent in Italian

Client service mindset

Education

University degree preferred

Job description

Organization Description

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.

As a Client Service representative in Asset Management, you will be responsible for delivering exceptional client service to clients of J.P. Morgan Asset Management based in different European countries, including Italy, France, Belgium, Luxembourg, and Geneva. You will provide pro-active service delivery and resolution to client queries and actively develop existing relationships to achieve client satisfaction.

You will work closely with the Sales and Sales Support Team and will have the opportunity to partner with other Client Service peers across Europe toestablish a strategic common global operating modelwithin the organization.

Job Responsibilities

• Act as day-to-day client service contact for the assigned markets, supporting the Sales & Sales Support in liaison with the Operational Teams, Provide the essential link between Sales and Operations; take end-to-end ownership of client related issues and participate in projects where appropriate.
• Drive Successful On-boarding (Operational capabilities, AML/KYC) process for allocated client base in close co-operation with Sales and Operations including Retrocessions
• Attend client meetings, trainings and events as appropriate, as well as meetings impacting business and regulatory driven projects or initiatives, Communicate clearly significant client issues internally and document/escalate as appropriate
• Handle Query/Error/Complaint by applying highest quality standards and according to procedures within agreed deadlines, Participate actively in client service and regional team meetings
• Review constantly and improve service performance and identify opportunities to enhance client experience, Inform proactively clients of changes/issues/initiatives (e.g. regulations, JPM policies, services, etc.)
• Anticipate and manage work volumes, adhering to established policies and deadline, Partner closely with global & location/region managers to establish consistency and best practices
• Ensure all relevant information and progress is monitored and delivered in proactively keeping Sales, CS team, Supervisors and Management up-to-date on current status of outstanding issues - ensuring eventual total service delivery.
• Remain updated on assigned market(s), on market specific P&C agenda, product knowledge and clients/ major relationships (research, analyse, generate, gain support, and implement ideas on possible service enhancements, market requirements, legal changes, tax changes, procedure changes, and other innovative service improvements). Act as SME where requested.
• Ensure smooth communication with team leaders and management, actively share all information with team members to expand their ability and professionalism in handling all types of client enquiries and complaints, and act as point of referral for staff from anywhere in the company.
• Share relevant client and market knowledge with Operational areas and the wider CS community. Participate in CS meetings and share best practices. Identify additional opportunities for information sharing, Provide regular updates for each market/client segment to Sales and senior management, Build proactively network with key partners from operational areas to leverage efficiency, maximise the impact of ideas and achieve targets
• Maintain awareness of approved error/incident procedure and exception processes and act on it accordingly, Remain updated on procedures and participate in keeping procedures and workflows up to date., Escalate and communicate issues to Sales/Management as appropriate, Support the management team in the mitigation of risk. Actively contribute with feedback wherever appropriate, Keep accuracy and completeness of departmental logs (incident/error, exception, claim, etc.).

Required qualifications, capabilities and skills:

• Fluency in French, English and Italian. Excellent communication skills both oral and written
• Client servicing/Client relationship management with experience in the financial sector
• Strong client service mind-set
• Comprehensive knowledge of Asset Management business
• Ability to provide quantifiable management reporting & present findings
• Bright, enthusiastic, motivated individual; Team player, but able to work independently
• Confident, professional approach to deal with various team including sales , senior managers and broader teams
• Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
• Strategic thinking with the ability to adapt to change; Highly accurate with good attention to detail
• Demonstrated team building skills and ability to work in a team environment
• Self-sufficient with excellent planning, time management, and organisational skills, demonstrating the ability to steer toward challenging deadlines.

Preferred qualifications, capabilities and skills:

• University degree level education preferred
• Additional European languages such as Spanish/German are a strong advantage