Job Description
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
You will be 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, you will be responsible for developing an understanding of the unique servicing needs of their clients and championing those concerns within the context of the larger firm.
Job Responsibilities
Provide support to Primary CAM's which includes providing world class experience to the clients, managing their expectations, Co-ordinating with Portfolio Managers, 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
Communicate in a clear, concise and efficient manner with multiple teams at any given point of time
Required qualifications, capabilities and skills
Graduate / Post-graduate with 2-5 years of experience
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
Financial market awareness and understanding of basic financial concepts
Microsoft Excel, PowerPoint, Word and Outlook skills (intermediate to advanced)
Excellent communication skills (both verbal and written) and relationship building skills
Outstanding numerical/quantitative skills
JPMorgan Chase & Co., 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 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
You will be 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, you will be responsible for developing an understanding of the unique servicing needs of their clients and championing those concerns within the context of the larger firm.
Job Responsibilities
Provide support to Primary CAM's which includes providing world class experience to the clients, managing their expectations, Co-ordinating with Portfolio Managers, 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
Communicate in a clear, concise and efficient manner with multiple teams at any given point of time
Required qualifications, capabilities and skills
Graduate / Post-graduate with 2-5 years of experience
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
Financial market awareness and understanding of basic financial concepts
Microsoft Excel, PowerPoint, Word and Outlook skills (intermediate to advanced)
Excellent communication skills (both verbal and written) and relationship building skills
Outstanding numerical/quantitative skills
JPMorgan Chase & Co., 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 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
💡 Quick Summary
Seeking a career-building opportunity? The Asset Management | Client Account Manager | Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru 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 Bank Jobs is a plus.
