Client Accounts & Asset Management Specialist

Fairygodboss; Taguig; On-site; PHP 420,000 - 640,000; Full time

Job summary

JPMorganChase in the Philippines seeks a Client Account Management Analyst to support day-to-day client servicing across a broad range of investment solutions. You will coordinate with internal partners to complete account maintenance, reporting, and service requests accurately and on time, strengthening client relationships through clear communication and reliable execution.

This role requires a bachelor’s degree and at least two years of experience in client servicing or operations, with

Qualifications

• Bachelor's degree or equivalent.
• At least 2 years in client servicing or operations.
• Ability to coordinate across multiple teams and manage timelines.
• Proficiency with MS Office for reports and documentation.

Responsibilities

• Support client account managers by coordinating with internal partners to deliver a high-quality client experience.
• Process and track account maintenance requests, onboarding support, reporting setup, and billing setup.
• Coordinate with investment specialists, portfolio management, trading, cash management, guideline management, and client reporting teams.
• Prepare recurring and ad hoc client reports and materials using Excel and Word.
• Maintain documentation and an audit trail for completed activities.
• Ensure work aligns with regional procedures and quality checks, escalating issues timely.
• Identify opportunities to improve servicing workflows and reduce errors.
• Communicate updates and deadlines clearly across multiple teams.

Skills

Stakeholder coordination

Organizational skills

Clear communication

Cross-cultural teamwork

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

JPMorganChase in the Philippines seeks a Client Account Management Analyst to support day-to-day client servicing across a broad range of investment solutions. You will coordinate with internal partners to complete account maintenance, reporting, and service requests accurately and on time, strengthening client relationships through clear communication and reliable execution.

This role requires a bachelor’s degree and at least two years of experience in client servicing or operations, with