Our team puts clients first, so if you like to deliver exceptional client service, this may be the team for you. This team serves as the guardian of the client experience for Asset Management. You will contribute to the entire lifecycle of the client, from onboarding to day-to-day servicing, and these activities include RFP, onboarding, client reporting, and direct relationship management and servicing of institutional and some wholesale clients with segregated mandates or investments in Funds across all asset classes including Alternatives and Global Liquidity clients. Most importantly, we believe in doing 'first class business in a first-class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.
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As a Associate Client Account Manager (CAM) in Client Service Team, you will be responsible for delivering exceptional client service to Institutional and Wholesale clients of J.P. Morgan Asset Management in Australia and New Zealand with the potential to expand their responsibility to service the broader region. 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, you also partner with Client Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate. You will demonstrate effective communication, interpersonal and relationship building skills along with an organised approach and controls mindset reporting to the Co-Head of APAC Institutional Client Service.
Job Responsibilities
- Act as day-to-day client service contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients. This includes responding to clients' auditors, consultants, and other third-party requests while balancing meeting client needs with a risk and controls mindset to protect the firm.
- Ensure client impacting issues, regulatory change and business change is communicated to the client and escalated / documented for internal stakeholders as appropriate
- Perform, in compliance with internal procedures and processes, all required client service functions throughout client lifecycle, including:
- Work with RFP and CA Teams to provide information and/or answers to prospect questions / present at pitches when needed
- Contribute to the onboarding process including negotiation of mutually acceptable Investment Management Agreements, account set-up, communication with client and other third parties
- Co-ordinate KYC tasks in partnership with Client Advisors and AML/KYC teams
- Responding to day-to day queries and delivering our service offering; including coordination of client cash flows, follow up with clients on outstanding invoices and maintenance of client records
- Attend client meetings and events as appropriate (including pitches and due diligence meetings) and leading client service reviews
- Partner with global Client Service teams to support our clients' needs, especially where portfolios are managed across regions (primarily UK and HK)
- Participate actively and contribute to client impacting business, technology and regulatory driven projects and initiatives as well as client service and regional team meetings
Required qualifications, capabilities, and skills
- Strong interpersonal, communication (written and oral), negotiation and influencing skills
- Enthusiastic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail
- Ability to work independently and with teams globally, multi-task and meet strict deadlines and navigate challenges. Strong organisational, and prioritisation skills are required alongside effective judgement from a risk and escalation perspective
- Flexible/adaptable to change and collaborate with teams to deliver outside of the core role
- University graduate with minimum 5 years previous experience at an asset management or financial services firm and background in client service
- Fluency in verbal English and written English.
- Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook)
Preferred qualifications, capabilities, and skills
- Additional Asian languages beneficial
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.