Asset Management - Client Account Manager - Senior Associate

Next Frontier Capital; Jersey City (NJ); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Asset Management seeks an experienced Client Account Manager – Senior Associate to deliver exemplary service to institutional clients in the Jersey City area.

You will partner with a senior team to support key client relationships, onboard new accounts, and ensure smooth operations across asset classes. The role emphasizes client-focused service, accuracy, and collaboration with Institutional Sales and Investment Specialists to form a dedicated service team for each client.

Qualifications

• 5-7 years of experience at an asset management firm with a client-service focus.
• Bachelor’s Degree required.
• Excellent written and verbal communication skills.
• Client-focused with ability to understand clients' service needs.
• High attention to detail and accuracy.
• Strong organizational and problem-solving abilities; able to multi-task.
• Flexible and able to adapt to change.

Responsibilities

• Act as day-to-day client service contact for assigned institutional clients.
• Oversee onboarding in collaboration with COM team and set up accounts and investment guidelines.
• Communicate client-impacting regulatory and business changes to clients and stakeholders.
• Attend client meetings and due-diligence events as needed.
• Maintain client records, coordinate cash flows and asset transfers, and respond to audits/third parties.
• Flag and escalate significant client issues internally.
• Support client-impacting business and regulatory projects.

Skills

Asset management experience

Client service

Communication skills

Attention to detail

Organizational skills

Problem-solving

Adaptability

Education

Bachelor's degree

Job description

Join J.P. Morgan Asset Management, where your expertise as a Client Account Manager – Senior Associate will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager – Senior Associate within Asset Management, you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a point of contact for daily service needs of our clients and develop an understanding of the unique requirements of clients across all asset classes. As a Client Account Manager, you will partner with other Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.

Job Responsibilities

• Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager(s) for non-investment related activity and proactively managing and developing relationships with those clients.
• Manage the onboarding process in tandem with our COM team for account set-up, communication with clients and other third parties, inclusive of working with clients and internal stakeholders to agree upon mutually acceptable investment management agreements, fees schedules and investment guidelines.
• Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders.
• Attend client meetings and events as appropriate (including due diligence meetings).
• Perform all required client service functions including maintenance of client records, coordination of client cash flows and asset transfers, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and respond to clients’ auditors, consultants, and other third-party requests.
• Communicate significant client issues internally and document/escalate as appropriate.
• Participate in client impacting business and regulatory driven projects and initiatives.

Required qualifications, capabilities, and skills

• 5-7 years of previous experience at an asset management firm; background in client service.
• Bachelor’s Degree required.
• Excellent written and verbal communication skills.
• Client-focused and able to gain an in-depth understanding of clients’ service needs.
• Highly accurate with good attention to detail.
• Strong organizational and problem-solving skills; ability to multi-task and to manage complex assignments.
• Flexible/ability to adapt to change.

We offer a competitive total rewards package including base salary determined based based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Responsible for delivering exceptional client service to Institutional clients of J.P. Morgan Asset Management.