Prime Financial Services - Account Management - Associate

Job Description

As an associate in J.P. Morgan Prime Financial Services (PFS) Group, you'll be a part of a team that combines capabilities across Prime Finance and Futures & Derivatives Clearing (F&DC) within the Corporate & Investment Bank. As an Account Manager in New York, you will help support relationship management and day-to-day client engagement, contribute to analysis of client metrics and trends, and help coordinate issue resolution and communications across product, technology, and operations.

 

Job responsibilities

• Support relationship management with key client stakeholders by preparing for daily interactions, meetings, and events; maintain contact lists, meeting notes, and follow-ups.
• Help engage clients on new products, technology, and regulatory developments within the Prime Financial Services platform.
• Identify and escalate business opportunities by tracking client activity, service issues, and pipeline items.
• Perform quantitative analysis on client metrics and balance trends.
• Assist with client requests related to regulatory and market changes by summarizing impacts, compiling required information, and partnering with internal stakeholders.
• Help manage the end-to-end client experience across product, technology, and operations by tracking issues/resolutions and ensuring timely communication.
• Contribute to client experience and product improvement initiatives by gathering data, documenting processes, preparing materials, and supporting implementation and testing.

 

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Economics, or a related field.
• At least 1 year of experience in a client-facing role within financial services.
• General understanding of alternatives and institutional clients, including financing and clearing products used in client strategies.
• Ability to build relationships with clients and internal partner groups.
• Strong organizational and project management skills; ability to prioritize, multitask, and deliver in a dynamic environment.
• Proactive self-starter able to work independently and escalate issues when required.
• Inquisitive mindset with interest in learning and taking on new challenges.

 

Preferred qualifications, capabilities, and skills

• Experience with business analytics tools to drive process improvements and build templates/materials for clients.
• FINRA Series 3, 7, and 63

About Us

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

About the Team

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.