JP Morgan Chase & Co.

Asset Management – Client Account Manager – Senior Associate

JP Morgan Chase & Co. • $110K — $130K *
New York, NY 10017In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5-7 years of client service experience in an asset management firm
  • Bachelor’s Degree required
  • Strong written and verbal communication skills
  • In-depth understanding of clients’ service needs
  • High attention to detail and accuracy
  • Excellent organizational and problem-solving skills
  • Flexibility and adaptability to change

Responsibilities

  • Act as the main client service contact for an assigned group of institutional clients
  • Manage the onboarding process and account set-up
  • Communicate regulatory and business changes to clients and stakeholders
  • Attend client meetings and events for relationship management
  • Handle essential client service functions and maintain client records
  • Document and escalate significant client issues internally
  • Participate in business and regulatory projects impacting clients

Benefits

  • Opportunity to work with top institutional clients
  • Collaborative team environment with experienced professionals
  • Engagement in important business and regulatory projects
  • Potential for professional growth within a leading financial institution
  • Access to continuous training and development programs
Full Job Description
JOB DESCRIPTION

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 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
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at JP Morgan Chase & Co.

More Finance & Insurance Jobs

Find similar Asset Management – Client Account Manager – Senior Associate jobs:

NationwideNew York, NY