Asset Management Client Relations Associate
hackajob
Job Description 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. Job Responsibilities Act as day‑to‑day client service contact for an assigned group of clients, supporting a client advisor and client account manager(s) for non‑investment related activity and proactively manage and develop relationships. Manage the onboarding process in tandem with the 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, fee schedules and investment guidelines. Ensure client‑impacting regulatory 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 outstanding invoices, and responding 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 manage complex assignments. Flexible/ability to adapt to change. Benefits 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. EEO Statement 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 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. #J-18808-Ljbffr hackajob
$73k - $80k
...and enjoy working with clients? Do you take pride in following... ...looking for a Client Associate to support our... ...incoming calls for the team Manage calendars, including... ...time Assist with finance related tasks, including... ...also provide diversified asset management solutions and...AssetFull timeWork at office- Asset & Wealth Management, Sustainability and Impact Client Solutions, Associate - New York New York, NY, United States Job Description Asset & Wealth Management A career... ...ensure seamless delivery of sustainability‑related services and products across asset classes to...Asset
- ...engaging confidently with clients? If so, the Commercial... ...lender as a Client Associate on our multifamily... ...services (Investment Management, Commercial Banking, Business... ...industry and related events, publications,... ...transaction processing and asset management. We offer...AssetWork at office
$65k - $90k
...growth opportunities for clients, and have a passion... ...multifamily lender as a Client Associate on our multifamily... ...services (Investment Management, Commercial Banking,... ...industry and related events, publications,... ...transaction processing and asset management. We offer...AssetWork at office$90k - $105k
The Client Reporting & Analytics Associate will play an integral role in the Global Client... ...Equity Portfolio Management teams. This position provides... ...institutional client reports, market related exhibits and commentary,... ...-graduate experience in asset management or financial...AssetLocal areaShift work- ...Institutional Client Relations Associate Sprott USA is looking for a highly motivated, full-time Institutional... .... This position will report to the Managing Partner, Investor & Institutional... ...team for Sprott Inc. and Sprott Asset Management USA. Responsibilities include...AssetFull timeWork experience placementWork at office
$80k - $100k
Position Overview Neuberger Wealth is a direct-to-client wealth and investment management business that manages over $80B in client assets. This role provides dedicated operational... ...capital calls, distributions, and fund‑related deadlines Serve as the primary interface...AssetWork at officeLocal areaShift work$67k - $80k
...financial planning and wealth management firm based in New York City, with clients nationwide. We offer... ...over $900 million in assets. While we are still experts... .... As a Client Service Associate (CSA) at Christopher Street... .... Degree in a business-related field preferred...AssetWork experience placementWork at office- ...Commercial Term Lending Client Associate Are you a self-starter with... ...financial services (Investment Management, Commercial Banking,... ...by researching industry and related events, publications, and announcements... ...transaction processing and asset management. We offer a...AssetWork at office
- Client Service Associate - Financial Planning Are you a financial professional... ...providing comprehensive wealth management services to high-net-worth... ...specific and investment related documentation, facilitating... ...investments across various asset classes. · Relationship Management...Asset
- ...Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery... ...planning, conflict management, and digital literacy will... ...management and Settlements related needs. Products in scope are... ...transaction processing and asset management. We offer a...Asset
$65k - $75k
...an independent wealth management firm with an endless passion... ...the lives of our clients. We continually seek... ...a **Sr Client Service Associate** to our team. This role... ...)* Record incoming assets using the appropriate... ...reviews* Conduct tax related research, including review...AssetFull timeTemporary workPart timeWork at officeMonday to FridayFlexible hours$90k - $110k
...Client Service Associate New York, NY Vise is looking for a Client Service... ...to join the Account Management Team. You'll be an indispensable... ...investment management, or a related financial services environment... ...intelligence (AI) powered asset management platform...AssetWork at office$110k - $140k
Insurance Associate/Assistant Vice President page is loaded##... ...and support the team’s client growth and relationship management efforts by partnering with... ...existing insurance client/asset management expertise,... ..., business, economics or related field* 3-8 years of experience...AssetLocal areaFlexible hours$115k - $145k
...Client Relations Associate Citizens Private Bank is seeking a proactive, highly organized Client Relations Associate to support a Relationship Management Team, within our San Francisco office. The Client Relations Associate (CRA) plays a critical role in driving new...Full timeWork at officeLocal areaWork from homeFlexible hoursShift work1 day per week$90.25k - $145k
...looking for an integrated marketing manager who brings structure to... ...and makes sure that high-impact client stories show up in the right... ...plan and activate client story assets across channels. You'll also support... ..., Business, or a related field preferred. At least 3...AssetFull timeWork at office$105k - $115k
...Associate Position Blue Owl is seeking a detail-oriented... ...experience in data management and reporting... ...attribution analysis, and client reporting Lead automation... ...across sectors, asset types, and sponsors.... ...Computer Science, IT, or related field ~3-5+ years in...AssetTemporary workFlexible hours- ...Payments Client Manager Associate This is a high-impact opportunity to join our Global Payments Corporate... ...in client management, sales, or a related role ~ Strong understanding of... ...financial transaction processing and asset management. We offer a competitive...AssetWork at office
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and... ...primary point of contact for all service related needs of a Private Banking client.... ...regulations as well as protecting client assets against potential fraud activities...AssetWork at office
- JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing... ...: As an Internal Client Advisor Associate within the Asset Management team... ...experience preferred and/or related sales leadership experience #J-...Asset
$80k - $97k
...Client Services Operations Associate The Client Services Operations Associate is responsible for... ...client and firm reporting, and managing operational activities related to the reporting system and client... ...a solid understanding of the asset management business,...AssetInternshipWork at officeRemote work$75k - $85k
...take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate... ...universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking...AssetFull timeTemporary workWork at officeFlexible hours$70k - $90k
...Rockefeller Capital Management Rockefeller Capital Management was established in 2018... ...London. The Firm oversees $212 billion in client assets as of April 30, 2026. Position A... ...to join its growing team as a Client Associate. The Client Associate will work with our...AssetWork at officeLocal area- ...Senior Client Service Associate If you are a collaborative team member, solutions... ...of contact for all service related needs of a Private Banking... ...well as protecting client assets against potential fraud... ...transaction processing and asset management. We offer a competitive...AssetWork at office
- Job Description JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial... ...As an Internal Client Advisor Associate within the Asset Management team... ...experience preferred and/or related sales leadership experience ABOUT...Asset
- ...business platforms including Client Services, Global Business... ...this role: The Product Management, Associate Director, will drive the simplification... ...Minimum of 8 years of related experience as a Product... ...dealers, custodian banks and asset managers. Industry owned and...AssetRemote workFlexible hours
$130k - $260k
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership... ...everything else. About Your Role Client Investment Research Analysts play a... ...Understand Bridgewater’s book of business, related commercial strategy and our...AssetContract work$100k - $115k
...services include comprehensive wealth management, customized portfolio reporting,... ...York City and services over 500 clients with over $22 billion in client assets as of January 2026. As a growing company... ..., medical condition (cancer-related), gender identity or expression, genetic...AssetPermanent employmentLocal area$145k - $160k
A global alternative asset manager is seeking an Associate for the Institutional Client Solutions team in New York. The role involves supporting client communication and managing relationships to enhance portfolio performance for institutional clients. Candidates should...Asset$65k - $75k
...Intelligence WEBSITE: TITLE: Client/Partner Marketing Associate LOCATION: New York City (... ..., and Relationship Management. This role centers on storytelling... ...messaging, and co-branded assets. Develop partner-ready... ...and costly manual workflows related to alternative investment...AssetLocal areaRemote workWork from homeHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset Management Client Relations Associate. Be the first to apply!
- client solutions associate New York, NY
- client engagement associate New York, NY
- client relationship associate New York, NY
- client success associate New York, NY
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- asset finance New York, NY
- entry level asset management New York, NY
- real estate asset manager New York, NY

