Asset Management - Client Account Manager - Senior Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Asset Management is seeking a Client Account Manager – Senior Associate to deliver premier service to institutional clients in a fast-paced environment.

You will serve as the primary contact for daily service needs, onboarding, and issue resolution, collaborating with senior managers and sales colleagues to support key client relationships. The ideal candidate brings 5–7 years of asset management client service experience, exceptional communication skills, and a detail-oriented,

Qualifications

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

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, including agreeing upon investment management agreements, fees schedules and investment guidelines.
• Ensure client affecting 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 internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on 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.

Skills

Communication skills

Attention to detail

Organizational skills

Problem solving

Adaptability

Multi-tasking

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.