Asset Management - Client Account Manager - Associate

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 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 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.​