Asset Management: Client Accounts & Servicing Specialist

Next Frontier Capital; Metro Manila; On-site; PHP 1,000,000 - 1,400,000; Full time

Job summary

JPMorganChase in Manila is seeking a Client Account Management Associate to support day-to-day servicing for institutional clients and to coordinate across internal teams. The role focuses on delivering timely, accurate account administration and strong controls.

You will partner with cross-functional teams to manage client requests, ensure quality service, and continuously improve the client experience in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent practical experience.
• Minimum 4 years of relevant experience in client servicing, account management, or investment operations supporting institutional clients.
• Proficiency in Microsoft Excel and Microsoft Word for reporting and documentation.

Responsibilities

• Support primary client account managers by coordinating responses to client servicing requests and managing expectations on timelines and deliverables.
• Process account maintenance activities, including account openings, cash flows, contact updates, reporting setup, fee and invoice setup, and guideline-related updates.
• Coordinate with internal partners to complete client deliverables across investment, portfolio management, trading, cash management, guideline management, and client reporting.
• Manage complex and sensitive servicing activities with limited supervision while meeting service-level expectations.
• Prepare recurring and ad hoc client reports and materials using Microsoft Excel and Microsoft Word.
• Maintain a clear audit trail and follow applicable procedures, including quality control and maker-checker requirements.
• Identify operational, client, and control risks, and elevate issues promptly with clear analysis and recommended next steps.
• Support workload prioritization, coverage planning, and task allocation during peak periods, absences, or business-critical events.
• Communicate status, dependencies, and outcomes clearly and concisely to stakeholders across multiple teams.
• Contribute to continuous improvement of servicing processes and the overall client experience.

Skills

Stakeholder management

Time management

Communication skills

Detail oriented

Cross-cultural collaboration

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Job description

JPMorganChase in Manila is seeking a Client Account Management Associate to support day-to-day servicing for institutional clients and to coordinate across internal teams. The role focuses on delivering timely, accurate account administration and strong controls.

You will partner with cross-functional teams to manage client requests, ensure quality service, and continuously improve the client experience in a fast-paced environment.