Senior Client Account Manager, Global Institutional Servicing

JP Morgan Chase; Metro Manila; Vor Ort; PHP 1.200.000 - 1.800.000; Vollzeit

Zusammenfassung

JP Morgan Chase in Manila is seeking a Client Account Senior Associate to serve as the designated servicing contact for institutional clients. You will own bespoke enquiries end-to-end and coordinate responses across internal teams, supporting onboarding, KYC, and ongoing account maintenance across regions and time zones.

You will liaise with platform providers, transfer agents, and third parties, handling client documentation, regulatory reporting, and due diligence.

Qualifikationen

• Bachelor’s degree in finance, business, economics, or a related field.
• 6 years of experience in institutional client servicing, client onboarding, asset servicing, or related roles within financial services.
• Ability to communicate financial concepts clearly with clients and internal stakeholders.

Aufgaben

• Serve as the designated servicing contact for bespoke client enquiries, taking end-to-end ownership and coordinating responses across internal teams.
• Support client lifecycle activities, including client onboarding, ongoing account maintenance, know your customer (KYC) requirements, account changes or restructuring, and client offboarding.
• Coordinate the review and processing of client agreements and related documentation in partnership with relevant stakeholders.
• Liaise with platform providers and transfer agents on account setup, maintenance, and operational matters.
• Coordinate responses to requests from clients, consultants, auditors, and other approved third parties.
• Support the production and coordination of regulatory reporting, client disclosures, and due diligence questionnaires.
• Conduct client review meetings, including post-onboarding reviews and periodic service reviews.
• Investigate, resolve, communicate, and elevate client servicing issues and errors with appropriate ownership and controls focus.
• Identify and contribute to process improvement, technology, and operating model initiatives that enhance the client servicing experience.

Kenntnisse

Asian language proficiency

Communication

Attention to detail

Organizational skills

Ausbildung

Bachelor’s degree in finance, business, economics, or related field

Tools

Alteryx

Power BI

Python

Jobbeschreibung

JP Morgan Chase in Manila is seeking a Client Account Senior Associate to serve as the designated servicing contact for institutional clients. You will own bespoke enquiries end-to-end and coordinate responses across internal teams, supporting onboarding, KYC, and ongoing account maintenance across regions and time zones.

You will liaise with platform providers, transfer agents, and third parties, handling client documentation, regulatory reporting, and due diligence.