JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 250,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
Asset Management - Institutional Client Account Manager – Associate
J.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
JPMAM’s institutional business, including Global Insurance Solutions, provides strategic guidance and manages assets for institutions, financial intermediaries and individual investors, worldwide.
The Client Account Manager (“CAM”) is responsible for delivering exceptional client service to Institutional clients of J.P. Morgan Asset Management. As the point of contact for daily servicing needs of our clients CAMs 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 Managers to provide similar support to certain key strategic relationships (tier 1 and 2) clients. Client Account Managers partner with colleagues in Institutional Sales and Client Portfolio Management to form a dedicated service team for each assigned client..
Maintenance of client records
Coordination of client cash flows
Compliance with all internal procedures
Verify eligibility of clients for participation in fund vehicles
Follow up with clients on all outstanding invoices
Work with clients and internal stakeholders to agree mutually acceptable investment management agreements, fees schedules and investment guidelines
Communicate significant client issues internally and document/escalate as appropriate
Actively participate in client service and regional team meetings & off-sites
Respond to clients’ auditors, consultants, and other third party requests
Work with RFP Team to provide information and/or answers to prospect questions
Work with global CAM teams to support our clients needs
Participate in client impacting business and regulatory driven projects and initiatives
Experience in the asset management industry
Experience of negotiating investment management agreements is advantageous
Excellent communication skills (both oral and written)
Degree level education preferred
Client focused and able to gain an in-depth understanding of clients’ servicing needs
Highly accurate with good attention to detail
Ability to multitask and to pursue/meet deadlines
Flexible/ability to adapt to change
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase& Co. is an Equal Opportunity Employer.
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