Job Description
You are a strategic thinker with a positive attitude, passionate about analyzing and providing client solutions and collaborating with teams. You have found the right team .
As a Global Client Account Manager in our Asset Management team, y ou will be responsible for the day to day servicing of J.P. Morgan Asset Management’s institutional client base. In addition to establishing and maintaining a high level of service for clients across all asset classes, you will be responsible for developing an understanding of the unique servicing needs of the clients and championing those concerns within the context of the larger firm. You will act as a key contact for administrative, operational and general servicing issues. You will primarily focus on servicing our Institutional clients investing in Alternative products .
Job Responsibilities:
• You will support all three regional Client Account Manager teams (EMEA, Asia and US) in local time zone. The processes to onboard and service Alternative clients will be globally consistent. However, regional understanding of client base is required.
• Responsible for providing world class experience to the Institutional clients, managing their expectations, coordinating with the product teams, fund administrators, external legal counsels, tax teams and global Client Account Manager teams.
• Act as key contact for the client, key stakeholders, and the business for all service-related client matters.
• Ensure complex client issues are resolved with minimum impact to the client/the business. This will often involve working cross functionally across a number of departments such as product team, legal, compliance, risk, product areas and attaining “buy in” from the business to meet the clients’ needs, in order to achieve a manageable solution.
• Co-ordinate all client aspects of account opening/closing both with clients and internally (i.e. including explaining operational processes and firm's policies to clients, validating client instructions and instructing the business, ensuring all systems are correctly set up etc.)
• Ability to perform direct client communication as appropriate, key responsibility as a Client Account Manager. Communicate in a clear, concise and efficient manner.
• Process and coordinate account maintenance requests including distributions, re ups, client queries, subscription and redemptions processing requests etc.
Required qualifications, capabilities and skills :
• Post-graduate/ MBA in Finance/ CFA with +-14 years of experience with financial product analysis or client services
• Prior experience in Asset Management/Asset servicing in Client Services teams in Custody/investment banking preferred (client facing roles) with Alternatives product exposure/ experience and how they operate
• Financial market awareness and understanding of basic financial concepts including asset classes and investment products
• Excellent communication skills (both verbal and written) and relationship building skills
• Outstanding prioritization skills, time management and multi-tasking abilities
• Ability to work collaboratively with local and global teams, as well as on own initiative
• Ability to deliver amidst continuous change and in an agile work environment
Preferred qualifications, capabilities and skills:
• Microsoft Excel, PowerPoint, Word and Outlook skills
• Outstanding numerical/quantitative skills
• Strong work ethic and positive attitude
• Self-starter and motivated, able to prioritize key tasks effectively
As a Global Client Account Manager in our Asset Management team, y ou will be responsible for the day to day servicing of J.P. Morgan Asset Management’s institutional client base. In addition to establishing and maintaining a high level of service for clients across all asset classes, you will be responsible for developing an understanding of the unique servicing needs of the clients and championing those concerns within the context of the larger firm. You will act as a key contact for administrative, operational and general servicing issues. You will primarily focus on servicing our Institutional clients investing in Alternative products .
Job Responsibilities:
• You will support all three regional Client Account Manager teams (EMEA, Asia and US) in local time zone. The processes to onboard and service Alternative clients will be globally consistent. However, regional understanding of client base is required.
• Responsible for providing world class experience to the Institutional clients, managing their expectations, coordinating with the product teams, fund administrators, external legal counsels, tax teams and global Client Account Manager teams.
• Act as key contact for the client, key stakeholders, and the business for all service-related client matters.
• Ensure complex client issues are resolved with minimum impact to the client/the business. This will often involve working cross functionally across a number of departments such as product team, legal, compliance, risk, product areas and attaining “buy in” from the business to meet the clients’ needs, in order to achieve a manageable solution.
• Co-ordinate all client aspects of account opening/closing both with clients and internally (i.e. including explaining operational processes and firm's policies to clients, validating client instructions and instructing the business, ensuring all systems are correctly set up etc.)
• Ability to perform direct client communication as appropriate, key responsibility as a Client Account Manager. Communicate in a clear, concise and efficient manner.
• Process and coordinate account maintenance requests including distributions, re ups, client queries, subscription and redemptions processing requests etc.
Required qualifications, capabilities and skills :
• Post-graduate/ MBA in Finance/ CFA with +-14 years of experience with financial product analysis or client services
• Prior experience in Asset Management/Asset servicing in Client Services teams in Custody/investment banking preferred (client facing roles) with Alternatives product exposure/ experience and how they operate
• Financial market awareness and understanding of basic financial concepts including asset classes and investment products
• Excellent communication skills (both verbal and written) and relationship building skills
• Outstanding prioritization skills, time management and multi-tasking abilities
• Ability to work collaboratively with local and global teams, as well as on own initiative
• Ability to deliver amidst continuous change and in an agile work environment
Preferred qualifications, capabilities and skills:
• Microsoft Excel, PowerPoint, Word and Outlook skills
• Outstanding numerical/quantitative skills
• Strong work ethic and positive attitude
• Self-starter and motivated, able to prioritize key tasks effectively
💡 Quick Summary
Seeking a career-building opportunity? The Accountant position is now open for candidates interested in the Accountant Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
