Asset Management - Client Account Manager - Senior Associate

J.P. Morgan; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Asset Management seeks a Client Account Manager – Senior Associate to deliver exceptional service to institutional clients in the asset management space.

You will be the daily service contact for a defined client group, support client advisors, and collaborate with the COM team to onboard new accounts and align investment guidelines. Your role emphasizes accurate record-keeping, timely responses to inquiries, and proactive relationship development with clients, auditors, and third

Qualifications

• Bachelor's degree required.
• 5-7 years of experience at an asset management firm with client service background.
• Excellent written and verbal communication skills.
• Client-focused with ability to understand clients’ service needs.
• Highly accurate with strong attention to detail.
• Strong organizational and problem-solving abilities; able to multi-task.

Responsibilities

• Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager(s).
• Manage onboarding with COM team for account setup and communication with clients and third parties.
• Communicate significant client issues to internal stakeholders and document/escalate as appropriate.
• Attend client meetings and events as appropriate (due diligence, etc.).
• Maintain client records, coordinate cash flows and asset transfers, verify eligibility for fund participation, and respond to auditors and third-party requests.
• Support client-related business and regulatory initiatives.

Skills

Client service

Communication

Organizational skills

Detail-oriented

Problem solving

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.

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

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.