J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
As a Client Account Manager you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with our Head of Institutional Client Account Management for Alternatives on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization.
Want more jobs like this?
Get jobs delivered to your inbox every week.
Job Responsibilities
- Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses
- Understand client relationship with JPM including global relationships and client's relationships with other asset managers and consultants
- Proactively identify client experience improvements and efficiencies and driving the plan to implement changes.
- Participate in client meetings and events as appropriate (including due diligence meetings)
- Plan and organize internal business meetings and manage follow-up/action items
- Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting
Required Qualifications, Capabilities, and Skills
- Undergraduate degree required
- Previous experience at an asset management firm; background in client service and/or institutional client base
- Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning.
- Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs
- Ability to work independently and manage multiple projects across business areas to achieve results
- Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills.
- Strong critical thinking skills - i.e. ability to analyze, synthesize and interpret data, etc.
Preferred Qualifications, Capabilities, and Skills
- Series 7 (preferrable but not required)
ABOUT US
JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. 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.