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.
The Client Account Management Team serves as the guardian of the client experience for Asset Management. 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 and understanding of the unique servicing needs of their clients and championing those within the context of the larger firm. Most importantly, we believe in doing ‘first class business in a first-class way’, therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.
CAM is a key point of contact for daily servicing needs of our clients and proactively develop an understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. In addition, they also partner with Client Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate.
The successful candidate will demonstrate effective communication, interpersonal and relationship building skills along with an organised approach and controls mindset.
Job Responsibilities
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 and this will often involve working cross functionally across a number of departments such as legal, compliance, risk, operations and product areas . Influence outcomes and attaining “buy in” from the business to meet the clients’ needs, in order to achieve a manageable solution;
Ensure client impacting issues, regulatory change and business change is communicated to the client and escalated / documented for internal stakeholders as appropriate;
Perform, in compliance with internal procedures and processes, all required client service functions throughout client lifecycle, including:
Work with RFP and CA Teams to provide information and/or answers to prospect questions / present at pitches when needed
Contribute to the onboarding process including helping negotiate of mutually acceptable Investment Management Agreements, and , communication with client and other third parties
Co-ordination of KYC in partnership with Client Advisors and AML/KYC teams
Responding to day-to-day queries and delivering our service offering; including coordination of client cash flows, follow up with clients on outstanding invoices and maintenance of client records
Position the Firms digital servicing capabilities to help scale the business;
Attendance at client meetings and events as appropriate (including pitches and due diligence meetings) and leading onboarding reviews and client service reviews
Actively participate and contribute to client impacting business, technology and regulatory driven projects and initiatives ;
Required qualifications, capabilities, and skills
Strong interpersonal, communication (written and oral), negotiation and influencing skills
Enthusiastic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail
Ability to work independently and with teams globally, multi-task and meet strict deadlines and navigate challenges. Strong organisational, and prioritisation skills are required alongside effective judgement from a risk and escalation perspective
Flexible/adaptable to change and collaborate with teams to deliver outside of the core role
Fluency in verbal English and written English;
Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook)
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
The Client Account Management Team serves as the guardian of the client experience for Asset Management. 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 and understanding of the unique servicing needs of their clients and championing those within the context of the larger firm. Most importantly, we believe in doing ‘first class business in a first-class way’, therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.
CAM is a key point of contact for daily servicing needs of our clients and proactively develop an understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. In addition, they also partner with Client Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate.
The successful candidate will demonstrate effective communication, interpersonal and relationship building skills along with an organised approach and controls mindset.
Job Responsibilities
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 and this will often involve working cross functionally across a number of departments such as legal, compliance, risk, operations and product areas . Influence outcomes and attaining “buy in” from the business to meet the clients’ needs, in order to achieve a manageable solution;
Ensure client impacting issues, regulatory change and business change is communicated to the client and escalated / documented for internal stakeholders as appropriate;
Perform, in compliance with internal procedures and processes, all required client service functions throughout client lifecycle, including:
Work with RFP and CA Teams to provide information and/or answers to prospect questions / present at pitches when needed
Contribute to the onboarding process including helping negotiate of mutually acceptable Investment Management Agreements, and , communication with client and other third parties
Co-ordination of KYC in partnership with Client Advisors and AML/KYC teams
Responding to day-to-day queries and delivering our service offering; including coordination of client cash flows, follow up with clients on outstanding invoices and maintenance of client records
Position the Firms digital servicing capabilities to help scale the business;
Attendance at client meetings and events as appropriate (including pitches and due diligence meetings) and leading onboarding reviews and client service reviews
Actively participate and contribute to client impacting business, technology and regulatory driven projects and initiatives ;
Required qualifications, capabilities, and skills
Strong interpersonal, communication (written and oral), negotiation and influencing skills
Enthusiastic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail
Ability to work independently and with teams globally, multi-task and meet strict deadlines and navigate challenges. Strong organisational, and prioritisation skills are required alongside effective judgement from a risk and escalation perspective
Flexible/adaptable to change and collaborate with teams to deliver outside of the core role
Fluency in verbal English and written English;
Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook)
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
💡 Quick Summary
Seeking a career-building opportunity? The Asset Management – EMEA Client Service, Client Account Management – Vice President (London) position is now open for candidates interested in the Bank Jobs sector. This role in London 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.
