Asset Management Client Services Lead

JPMorganChase; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

JPMorganChase is seeking a Client Account Management Associate to join the Client Account Management team. You will support day-to-day servicing for institutional and sub-advisory clients, coordinating with investment and operations partners to deliver accurate account administration in a fast-paced environment.

The role emphasizes strong controls, clear communication, and continuous improvement of servicing processes.

Qualifications

• Bachelor’s degree (or equivalent practical experience).
• Minimum 4 years of relevant client servicing or investment operations experience.
• Ability to manage competing priorities with limited supervision.
• Strong stakeholder management across multiple levels.
• Proficient in Excel and Word for reporting.
• Excellent written and verbal communication with attention to detail.

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 (e.g., investment specialists, portfolio managers, trading, cash management, guideline management, and client reporting) to complete client deliverables.
• 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 escalated 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

Client servicing

Account management

Investment operations

Stakeholder management

Excel

Word

Communication

Attention to detail

Education

Bachelor’s degree (or equivalent)

Tools

Microsoft Excel

Microsoft Word

Job description

JPMorganChase is seeking a Client Account Management Associate to join the Client Account Management team. You will support day-to-day servicing for institutional and sub-advisory clients, coordinating with investment and operations partners to deliver accurate account administration in a fast-paced environment.

The role emphasizes strong controls, clear communication, and continuous improvement of servicing processes.