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Asset Management

3 months ago

Westerville, United States JPMorganChase Full time

Job Description
The Client Service team is responsible for maintaining the Client Service vision, strategy and day to day management of over 1800 Asset Management clients across the Institutional, Sub Advisory, and Alternatives client businesses. Responsible for developing, maintaining, and managing client relationships while maximizing opportunities and further penetrating target markets to achieve business goals. The Client Service team works heavily on process improvements and creating change through collaboration across all businesses from Sales, Investments, Technology, Legal, and Operations. A Client Service role is perfect for anyone looking to create change and demonstrate measurable results to lead efficiency and an improved client experience.
You will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan Asset Management. As the main point of contact for daily servicing needs of our clients, you will 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, you will partner with Senior Client Account Managers to provide similar support to strategically important clients of JP Morgan as well as partner with colleagues in Institutional Sales and Client Portfolio Management to form an integrated client service team.
Job Responsibilities

  • Manage the service relationship for assigned group of clients, aligned with the Client Advisor & Client Investment Specialist
  • Act as the central point of contact for clients for non-investment related activity and proactively manage and develop relationships with clients
  • Coordination and project management of all client life-cycle events, in partnership with internal stakeholders, including onboarding, fees, guidelines, benchmarks, reporting and any other client requests
  • Coordination of the Investment Management Agreement negotiation process, in partnership with internal teams, including finalization & execution of the agreement with the client
  • Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders
  • Maintenance of client records, Coordination of client cash flows, Verify eligibility of clients for participation in fund vehicles, and Follow up with clients on all outstanding invoices
  • Work with RFP Team to provide information and/or responses to prospect questions, in support of the full client life-cycle


Required qualifications, capabilities, and skills

  • Previous experience at an asset management firm; background in client service and/or institutional client base
  • Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
  • Excellent written and verbal communication skills
  • Risk and control mindset; detail oriented
  • Strong organizational and problem-solving skills; ability to multi-task and to manage complex assignments
  • Undergraduate degree required; advanced degrees, other financial qualifications and licenses a plus (e.g. CFA, Series 7)


About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
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.