Associate - Asset Management - Client Account Management

Job Description

Global Client Account Management SupportJPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.Asset Management:J.P. Morgan Asset Management ( JPMAM ) is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.JPMAM is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.Our Team:Client Account Managers ( CAM s) are responsible for the day to day servicing of J.P. Morgan Asset Management s institutional, sub-advisory and global liquidity client base. In addition to establishing and maintaining a high level of service for clients across all asset classes, CAMs are responsible for developing an understanding of the unique servicing needs of their clients and championing those concerns within the context of the larger firm.The Global CAM Support Team provided support across the regions and acts as a key contact for administrative, operational and general servicing issues for CAM globally.Primary Responsibilities

• Provide support to Primary CAM s which includes providing world class experience to the clients, managing their expectations, Co-ordinating with PMs, Traders, Investment Specialists, Cash management, Guideline Management team etc. as and when required
• Process and coordinate account maintenance requests including cash flows, account opening, reporting setup, fee invoice setup, guideline setup, maintaining exclusion list etc.
• Support all aspects of maintenance and improvement of client experience
• Ensure all tasks are executed in line with regional procedures with clear audit trail and quality control/maker-checker
• Stakeholder Management is the necessity of the profile
• Might be required to manage a small team including performance management, administrative responsibilities and year end appraisals .
• Communicate in a clear, concise and efficient manner with multiple teams at any given point of time
• Maintain client records and static data
• Extract documents or system data to support internal control testing requests
• Document and review procedures
• Provide periodical status, control and KPI reports for conducted work
• Timely escalation of unclear requests, issues and errors

Qualifications and skillsEducation

• Graduate / Post-graduate with 7-10 years of experience

Industry / Product / Process

• Prior experience in Asset Management/Asset servicing in Client Services teams in custody/investment banking preferred (client facing roles)
• Understanding of the asset management business, various asset classes and investment products is desirable
• Minimum of 2+ years of experience in people management
• Financial market awareness and understanding of basic financial concepts

Risk, Controls, Governance

• Outstanding accuracy and attention to detail
• Awareness of business risk and compliance procedures
• Ability to simultaneously manage competing priorities, including immediate, short-term
• Confidence to work directly with stakeholders at all levels, both to ensure their Client service needs are met, and to partner with them to agree priorities and deadlines
• Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines

Technical / Functional Skillset

• Microsoft Excel, PowerPoint, Word and Outlook skills (intermediate to advanced)
• Excellent communication skills (both verbal and written) and relationship building skills
• Experience on working on automation initiatives involving X-Ceptor/Alteryx
• Outstanding numerical/quantitative skills

Soft Skills

• Stakeholder management skills - Ability to work directly with stakeholders at all levels, both to ensure their Client service needs are met, and to partner with them to agree priorities and deadlines
• Outstanding prioritization skills, time management and multi-tasking abilities
• Strong work ethic and positive attitude
• Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles
• Flexible, adaptive and able to work in a fast paced environment, applying judgement when needed
• Self-starter and motivated, able to prioritize key tasks effectively

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Keyskills :
money marketfixed incomekpi reportscash managementcontrol testingglobal teamstime managementaudit trailstatic dataclient servicesclient account managementaccount opening