Client Experience & Asset Management Analyst

JPMorganChase; Taguig; On-site; PHP 600,000 - 800,000; Full time

Job summary

JPMorganChase in Metro Manila seeks a Client account management analyst to support day-to-day client servicing across investment solutions and coordinate across internal partners to ensure timely, accurate account maintenance and reporting.

The role emphasizes stakeholder management, strong Excel/Word reporting, cross-cultural collaboration, and ongoing process improvements to enhance the client experience.

Qualifications

• Bachelor’s degree (or equivalent).
• At least 2 years of experience in client servicing, operations, account management, or a related role.
• Demonstrated ability to manage stakeholders and coordinate priorities and timelines across multiple teams.
• Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Excel and Microsoft Word for preparing and maintaining reports and documentation.
• Strong written and verbal communication skills, including the ability to communicate clearly and concisely.
• Experience working effectively with global or cross-cultural teams.
• Sound judgment and attention to detail when processing requests and maintaining records.

Responsibilities

• Support client account managers by coordinating across internal partners to deliver a high-quality client experience.
• Process and track account maintenance requests, including onboarding support, cash activity support, reporting setup, fee and billing setup, guideline setup, and contact maintenance.
• Coordinate requirements and follow-ups with partners such as investment specialists, portfolio management teams, trading, cash management, guideline management, and client reporting teams.
• Prepare recurring and ad hoc client reports and service materials using Microsoft Excel and Microsoft Word.
• Maintain accurate documentation and a clear audit trail for completed activities.
• Ensure work is completed in line with regional procedures, including appropriate quality checks and timely escalation of issues.
• Identify opportunities to improve servicing workflows, reduce errors, and enhance the overall client experience.
• Communicate updates, deadlines, and dependencies clearly and professionally across multiple teams.

Skills

Stakeholder management

Organizational skills

Microsoft Excel

Microsoft Word

Communication skills

Cross-cultural collaboration

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Job description

JPMorganChase in Metro Manila seeks a Client account management analyst to support day-to-day client servicing across investment solutions and coordinate across internal partners to ensure timely, accurate account maintenance and reporting.

The role emphasizes stakeholder management, strong Excel/Word reporting, cross-cultural collaboration, and ongoing process improvements to enhance the client experience.