Asset Management Client Account Manager Associate

Year    Bengaluru, Karnataka, India

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 (CAM), 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 Project Manager, 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
  • Might be required to manage a small team including performance management, administrative responsibilities and year end appraisals.
  • 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 4-8 years of experience
  • Ability to work directly with stakeholders at all levels, both to ensure their Client service needs are met, and to partner with them to agree priorities and deadlines
  • Outstanding prioritization skills, time management and multi-tasking abilities
  • Strong work ethic and positive attitude
  • Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles
  • Flexible, adaptive and able to work in a fast paced environment, applying judgement when needed
  • Self-starter and motivated, able to prioritize key tasks effectively
  • Proactive, positive approach, hardworking, Team Player

Preferred qualifications, capabilities and skills
  • 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
  • Asset class knowledge, client service knowledge, excel 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, sexual 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.

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Job Detail

  • Job Id
    JD3091375
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bengaluru, Karnataka, India
  • Education
    Not mentioned
  • Experience
    Year