Special Advisory Services - Client Liaison - Associate

Aumni; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Associate-level Client Liaison to support the VP and senior team in client delivery, outreach, and content creation.

The role ensures smooth execution of client engagements and internal processes in a dynamic, global financial services environment. Responsibilities include maintaining the client prioritization framework, assisting with outreach responses, developing marketing assets and case studies, and preparing materials for client interactions.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Strong analytical, organizational, and communication skills.
• Detail-oriented with the ability to manage multiple tasks.
• Proactive and eager to learn in a fast-paced environment.

Responsibilities

• Assist in maintaining the client prioritization framework and pipeline tracking.
• Support outreach activities, including preparing responses to client inquiries.
• Help develop and update marketing assets, case studies, and sector/regional insights.
• Prepare meeting materials and agendas for client interactions.
• Maintain the roster of key themes and knowledge base.
• Track and report on client outcomes and engagement metrics.

Skills

Analytical

Organizational

Communication

Detail-oriented

Proactive learner

Education

Bachelor's degree in finance, business, or related field

Job description

Role Summary: The Associatet-level Client Liaison supports the VP and senior team members in client delivery, outreach, and content creation, ensuring the smooth execution of client engagements and internal processes.

Key Responsibilities:

• Assist in maintaining the client prioritization framework and pipeline tracking.
• Support outreach activities, including preparing responses to client inquiries.
• Help develop and update marketing assets, case studies, and sector/regional insights.
• Prepare meeting materials and agendas for client interactions.
• Maintain the roster of key themes and knowledge base.
• Track and report on client outcomes and engagement metrics.

Qualifications:

• Bachelor's degree in finance, business, or related field.
• Strong analytical, organizational, and communication skills.
• Detail-oriented with the ability to manage multiple tasks.
• Proactive and eager to learn in a fast-paced environment.

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

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. We're hiring an Associate to join our Special Advisory Services team.