Asset Management - Client Account Manager - Senior Associate

JPMorganChase; New York (NY); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Health benefits

Job summary

JPMorganChase in New York seeks a Senior Client Account Manager to deliver outstanding service to institutional clients, acting as day-to-day service contact and coordinating with internal teams. You will manage onboarding, client communications, and ensure regulatory and business changes are conveyed; attend meetings and maintain client records, invoices, and transfer requests.

You will collaborate with senior colleagues to support key relationships and contribute to a dedicated service team

Qualifications

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

Responsibilities

• Act as day-to-day client service contact for assigned clients, supporting a client advisor and client account manager(s).
• Oversee onboarding processes with COM team for account set-up and agreements.
• Communicate regulatory and business changes to clients and internal stakeholders.
• Attend client meetings and events as appropriate.
• Maintain client records, coordinate cash flows and asset transfers, and respond to third-party requests.
• Escalate significant client issues internally as needed.
• Participate in client-impacting business and regulatory projects.

Skills

Client service

Communication skills

Attention to detail

Organizational skills

Adaptability

Education

Bachelor's degree

Job description

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!

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.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined 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

About The Team

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.