Job Description
Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!
As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. 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. As a Client Account Manager 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
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 including negotiation of legal contracts, 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, following up with clients on all outstanding invoices, and respond to clients’ auditors, consultants, and other third party requests
Required qualifications, capabilities, and skills
Previous experience at an asset management firm; background in client service with institutional client base required including knowledge of investments including multi asset solutions, alternatives, fixed income, equity, real estate and private equity product offerings
Bachelor’s degree required
Ability to develop strong client and able to gain an in-depth understanding of client servicing needs
Excellent written and communication skills
English/French bilingual proficiency required
Strong risk and control mindset with exceptional ability to asses situations and make informed decisions
Exceptional organizational skills; ability to multi-task and to manage complex assignments and meet deadlines
Preferred qualifications, capabilities, and skills
Advanced degrees, other financial qualifications and licenses are a plus (Chartered Financial Analyst)
As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. 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. As a Client Account Manager 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
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 including negotiation of legal contracts, 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, following up with clients on all outstanding invoices, and respond to clients’ auditors, consultants, and other third party requests
Required qualifications, capabilities, and skills
Previous experience at an asset management firm; background in client service with institutional client base required including knowledge of investments including multi asset solutions, alternatives, fixed income, equity, real estate and private equity product offerings
Bachelor’s degree required
Ability to develop strong client and able to gain an in-depth understanding of client servicing needs
Excellent written and communication skills
English/French bilingual proficiency required
Strong risk and control mindset with exceptional ability to asses situations and make informed decisions
Exceptional organizational skills; ability to multi-task and to manage complex assignments and meet deadlines
Preferred qualifications, capabilities, and skills
Advanced degrees, other financial qualifications and licenses are a plus (Chartered Financial Analyst)
💡 Quick Summary
Seeking a career-building opportunity? The Asset Management – Client Account Manager – Associate position is now open for candidates interested in the Office Assistant Jobs sector. This role in Vancouver 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 Office Assistant Jobs is a plus.