Asset Management – Client Account Manager – Associate

Job Responsibilities

• Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager(s) for non-investment related activity and proactively manage and develop relationships with those clients
• Manage the onboarding process in tandem with our COM team for account set-up, communication with client and other third parties, inclusive of working with clients and internal stakeholders to agree upon mutually acceptable investment management agreements, fees schedules and investment guidelines
• 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 and asset transfers, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and responding to clients' auditors, consultants, and other third party requests
• Communicate significant client issues internally and document/escalate as appropriate
• Participate in client impacting business and regulatory driven projects and initiatives

Required qualifications, capabilities, and skills

• Previous experience at an asset management firm; background in client service
• Bachelor's Degree required
• Excellent written and verbal communication skills
• Client focused and able to gain an in-depth understanding of clients' servicing needs
• Highly accurate with good attention to detail
• Strong organizational and problem-solving skills; ability to multi-task and to manage complex assignments
• Flexible/ability to adapt to change

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.