Asset Management - Client Account Manager - Associate
Next Frontier Capital
Join JP Morgan Asset Management, where your expertise as a Client Account Manager supporting our Insurance segment will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager 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 servicing needs of our Insurance clients and develop an understanding of their unique requirements of clients across all asset classes. As a Client Account Manager 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) 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, 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 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’ servicing 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 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 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 #J-18808-Ljbffr Next Frontier Capital
- As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with multiple stakeholders...Asset
- As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with multiple stakeholders...Asset
$72k - $184.44k
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Blackstone is the world’s largest alternative asset manager. We seek to create positive economic... ...statementsMaintain detailed capital account balances for partnersPreparing and reviewing... ...securities licenses if you are in a client facing role and/or if you are engaged in...AssetFull timeLocal areaFlexible hours$77k - $202k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob... ...Services - Senior Associate, you will provide... ...topics. You will advise clients on complex accounting and... ..., handling proprietary assets, or collaborating closely...AssetFull timeH1b- .../Chief Investment Office manages structural interest rate... ...instruments. As a Global Hedge Accounting Controller - Senior Associate within the Treasury/Chief... ...and government clients under the J.P. Morgan and... ...transaction processing and asset management. We offer a competitive...AssetWork at office
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...the RoleThe Custody Solutions Managed Accounts Platform team owns our... ...managers on it, the advisors and clients who use it, and the... ...infrastructure behind it.We're hiring an Associate to help run that ecosystem:... ...and report partner KPIs (assets, net flows, model delivery...AssetFull timeTemporary workPart time- Arrow Search Partners seeks an accounting professional in New York, NY, to lead monthly, quarterly... ...disclosures for SEC reporting. You will manage day‑to‑day and month‑end accounting for... ...and 3-5 years in financial services or asset management are required; public accounting...Asset
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$115k - $135k
...and more exclusive features. About The Company Our client is a global leader in alternative asset management specializing in private equity, credit, and real... ...performance on a monthly basis Report quarterly and annual accounting information to corporate accounting team to...AssetFull time$70k - $95k
...platform built for wealth management enterprises to help... ...strategies to their clients. Advisors at some of the... ...team and Strategic Account Executives, you will own... ...internal sales consultant, associate advisor, or associate... ...credentials are an asset, including the CSC,...AssetFull timeFlexible hours$100k - $125k
## Alternative Credit Accounting, AssociateApplylocations: New York City, NYtime type: Full... ...02102Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.With... ...Role**Blue Owl is looking to hire an Associate to join the Alternative Credit Accounting...AssetPermanent employmentTemporary workFlexible hours- ...focused on the financial technology sector. With billions in assets under management and a growing global presence, the firm invests across... ...finance and operations. Qualifications Bachelor’s Degree in Accounting, Finance, or a related field. 2-6+ years of relevant...AssetWork at office
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Summary Support the management with financial accounting operations for Mizuho Bank (MHBK) New York and MHBK... ...bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000... ...comprehensive financial services to clients in 35 countries and 800 offices throughout...AssetLocal areaRemote workWorldwide$115k - $135k
Job DescriptionThe Treasury Services Associate role is a vital coverage team member... ...an integral part in acquiring, manage and maintain the client relationships. This position is designed... ...relationship review materials, pitch books, account plans, and conducting customer...Full timeWork at officeFlexible hours$105k - $130k
About The Company Our client is a global investment firm that manages diverse assets across private equity, real estate, and... ...the day‑to‑day and month‑end accounting processes for the firm’s holding... ...with the journal entries and associated processes surrounding the firm...Asset- Posted 4 days agoInsurance Account Executive Associate opening in Mineola, NY. The Ins. Account Executive Associate plays a pivotal role in... ...service functions within an Insurance Agency. Role involves managing client accounts, coordinating with internal teams, and ensuring...
$150k - $225k
...Dealers, and custodial partners, distributing securities-based loans and savings accounts through a fintech platform. Role OverviewAs a National Accounts Manager, you will provide exceptional client coverage of GS Select’s most important institutional relationships....Full timeTemporary workPart time- Posted 4 days agoCommercial Lines Insurance Account Executive and Associate Account Executive opening in Nassau County, Long Island, NY. Insurance Agency that specializes in Construction is seeking an experienced Account Executive and Associate Account Executive to service...
$115k - $135k
...Description The Treasury Services Associate role is a vital coverage team member... ...an integral part in acquiring, manage and maintain the client relationships. This position is designed... ...relationship review materials, pitch books, account plans, and conducting customer...Full timeWork at officeFlexible hours- The Senior Account Manager, Investment Specialist drives traditional & alternative... ...discussions across a broad client segment of professional... ...managing public and private assets for clients around the world... ...'s challenges. We equip our associates with future-focused skills...AssetFull timeWork at office3 days per week
- ...Than Just a Job…Our greatest asset is our people, and nothing... ...rewards.Summary:The Strategic Account Associate, Localization role is for... ...conjunction with sales and program management.The Account Management,... ...focus is on supporting our clients' stakeholders by consulting,...AssetFull timeWork at officeLocal area
- Qualifications Degree in Accounting preferred (Applicable degree and/... ...valuation and depreciation of assets; reconcile cash disbursements... ...and prepare reports for management. Assist with accounts payable... ...dealing with employees, vendors, clients. Ensuring the appropriate...AssetTemporary workWork at officeFlexible hours
$100k - $125k
...established insurance defense firm in New York is looking for an Accounting & Bookkeeping Associate to join their hybrid team. The role involves preparing financial reports, overseeing billing operations, and managing accounts payable/receivable. Candidates should possess a...- ...VP to join our Private Equity Accounting Team.. This role location is Lake... ...services on behalf of assigned clients and complex funds including determining net asset values, calculating fund... ...or transactions.May have people management responsibilities in some geographies...AssetWork experience placementWork at officeWorldwideFlexible hours
$102k - $228k
...influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-... ...technologies to collaborate with clients, driving transformative solutions that... ...of Senior Vice President, Fund/Client Accounting Manager to join our Fund Accounting team, based...AssetTemporary workWork experience placementWorldwideFlexible hours- ...Accounting Associate Location: US remote Who we are Medicine moves too slow. At Velsera, we are... ...including cash reconciliation, fixed assets, accrued expenses, credit card reconciliation... ...various needs like credit card management, AP questions, and budgeting inquiries...AssetLocal areaRemote work
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$70k - $160k
Accounting AnalystMillennium Management is seeking a sharp, dynamic individual at the Analyst level to join our Fund Accounting team. The ideal candidate... ...teams at one of the world's leading alternative asset managers.Principal ResponsibilitiesOwn the month-end close...AssetWork at office$90k - $110k
Our client is a food & beverage company. They seek an Accounting Policy Associate to join their Westchester, NY office.ResponsibilitiesResearch technical accounting issues... ...benchmarking, and trend reporting to support management decision-making and continuous process...Work at officeRemote work
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