JP Morgan Chase & Co.

Asset Management - Client Account Manager - Associate

JP Morgan Chase & Co.$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Prior experience at an asset management firm focusing on client service
  • Strong familiarity with the asset management industry
  • Exceptional spoken and written communication abilities
  • Bachelor's degree or higher education
  • Strong client-centric approach with ability to understand specific needs
  • High accuracy and keen attention to detail
  • Effective multitasking skills to meet deadlines
  • Self-motivated and proactive attitude
  • Adaptable to changes in the work environment
  • Strong influencing skills

Responsibilities

  • Serve as the main point of contact for client service for a designated client group
  • Develop and nurture relationships with clients, focusing on non-investment related activities
  • Oversee onboarding processes in collaboration with the COM team for new client accounts
  • Facilitate communication with clients regarding regulatory changes and business updates
  • Participate in client meetings and events to support relationship management
  • Handle essential client service tasks, including record maintenance and compliance checks
  • Coordinate with clients on investment management agreements and fee schedules

Benefits

  • Comprehensive benefits package including health and wellbeing programs
  • Access to professional development and growth opportunities
  • Dynamic team environment with industry-leading professionals
  • Involvement in strategic relationships and high-impact projects
  • Exposure to a diverse range of clients and asset classes
Full Job Description
Job Description

As a Client Account Manager, you will act as a point of contact for daily servicing needs of our clients and develop an understanding of the unique requirements of clients across all asset classes. You will also partner with 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)
  • Act as a central point of contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients
  • Manage the onboarding process in tandem with our COM team for account set-up, communication with client and other third parties
  • 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, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, and following up with clients on all outstanding invoices
  • Work with clients and internal stakeholders to agree mutually acceptable investment management agreements, fees schedules and investment guidelines
  • Communicate significant client issues internally and document/escalate as appropriate
  • Respond to clients' auditors, consultants, and other third party requests
  • Work with RFP Team to provide information and/or responses to prospect questions
  • Participate in client impacting business and regulatory driven projects and initiatives

Required qualifications, capabilities, and skills
  • Previous experience at an asset management firm; background in client service
  • Experience in the asset management industry
  • Excellent communication skills (both oral and written)
  • Degree level education
  • Client focused and able to gain an in-depth understanding of clients' servicing needs
  • Highly accurate with good attention to detail
  • Ability to multitask to meet deadlines
  • Proactive/self-starter
  • Flexible/ability to adapt to change
  • Influencing skills


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.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

Similar Jobs

More Jobs at JP Morgan Chase & Co.

More Finance & Insurance Jobs

Find similar Asset Management - Client Account Manager - Associate jobs: