Asset Management - Client Account Management Senior Associate

Aumni; Metro Manila; On-site; PHP 1,000,000 - 1,500,000; Full time

Job summary

JPMorganChase is seeking a Senior Associate for Client Account Management to lead day-to-day servicing for complex institutional relationships, ensuring timely delivery and strong controls. You will act as a primary escalation point, coordinate with cross-functional teams, and drive improvements across the servicing lifecycle.

The role emphasizes governance, risk management, and mentoring junior staff while partnering across operations, product, legal, compliance and technology to deliver client

Qualifications

• Graduate or post-graduate degree required.
• 8+ years of asset management, servicing, or institutional client service.
• Ability to independently manage complex servicing activities and resolve issues.
• Strong stakeholder management across multiple functions and levels.
• Experience leading discussions, coordinating deliverables, and driving decisions.

Responsibilities

• Oversee day-to-day servicing for assigned institutional client relationships.
• Manage complex client requests end-to-end with clear stakeholder communication.
• Provide SME across onboarding, maintenance, reporting, and billing coordination.
• Coach and mentor junior team members and escalate complex issues.
• Collaborate with operations, product, legal, compliance, and technology to deliver outcomes.
• Lead client activities like account transitions and audits.
• Perform quality reviews ensuring accuracy and controls.
• Identify risks and drive mitigation actions in a timely manner.
• Support capacity planning, training, and development of juniors.
• Drive servicing lifecycle automation and process improvements.
• Participate in governance forums to advocate servicing needs.

Skills

Stakeholder management

Cross-functional collaboration

Project coordination

Analytical thinking

Communication skills

Mentoring

Education

Graduate or post-graduate degree

Tools

Excel

PowerPoint

Reporting tools

Job description

Delivering an exceptional client experience takes rigor, ownership, and strong partnership. Join a team that supports critical client relationships and helps ensure service excellence across the client lifecycle. In this role, you will solve complex servicing challenges while strengthening controls and improving processes.

Job summary

As a Senior Associate in the Client Account Management team, you will lead day-to-day client servicing for complex institutional and sub-advisory relationships, ensuring timely delivery, strong controls, and clear stakeholder coordination. You will act as a key escalation point for complex requests, partner with cross-functional teams to resolve issues, and drive continuous improvement across servicing processes.

Job responsibilities

• Lead day-to-day servicing oversight for assigned client relationships, ensuring consistent, high-quality delivery across servicing activities
• Manage complex and sensitive client requests end-to-end, driving timely resolution and clear communication with stakeholders
• Provide subject matter expertise across onboarding, account maintenance, reporting setup, cash activity support, fee and billing coordination, and guideline administration
• Serve as an escalation point for junior team members, providing guidance and support on complex servicing matters
• Coordinate with cross-functional partners (e.g., operations, product, legal, compliance, and technology) to deliver client outcomes and address issues
• Plan and execute significant client activities such as account transitions, restructures, amendments, reporting changes, and client audits
• Perform quality reviews of critical servicing activities to ensure accuracy and adherence to procedures and controls
• Identify operational, client, regulatory, and reputational risks; elevate and drive mitigation actions in a timely manner
• Support team capacity planning, task allocation, training, mentoring, and development of junior team members
• Drive process improvement by identifying automation, standardization, and efficiency opportunities across the servicing lifecycle
• Participate in governance forums and project working groups, representing servicing needs and promoting a strong risk and control culture

Required qualifications, capabilities and skills

• Graduate or post-graduate degree
• 8 years of relevant experience in asset management, asset servicing, or client service functions supporting institutional clients
• Demonstrated ability to independently manage complex client servicing activities and operational issue resolution
• Strong stakeholder management skills, with experience partnering across multiple functions and seniority levels
• Experience leading discussions, coordinating deliverables, and driving decisions for client servicing initiatives
• Working knowledge of operational risk management, governance practices, and escalation processes
• Proven ability to coach, mentor, and develop junior team members
• Strong analytical and problem-solving skills, with sound judgment and attention to detail
• Ability to prioritize competing demands and deliver high-quality output under tight deadlines
• Strong organizational and execution skills, including basic project management capabilities
• Strong written and verbal communication skills, with confidence engaging senior stakeholders

Preferred qualifications, capabilities and skills

• Experience supporting institutional clients within asset management, custody, or investment banking client service environments
• Experience leading process improvement, automation, or transformation initiatives
• Advanced proficiency in Excel and PowerPoint; experience with reporting and data analysis
• Financial market awareness and understanding of core investment concepts
• Working knowledge across multiple asset classes and servicing models
• Experience partnering with technology teams on system enhancements and operating model changes
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

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. Lead complex client servicing and onboarding for institutional asset management accounts, driving quality, controls, and improvements.