Asset Management - Client Account Manager - Senior Associate

JP 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.

JP Morgan Asset Managements institutional business, including Global Insurance Solutions, provides strategic guidance and manages assets for institutions, financial intermediaries and individual investors, worldwide.

As a Client Account Manager on the Asset Management team you will be responsible for delivering exceptional client service to Institutional clients of J.P.

Morgan Asset Management.

You will act as a point of contact for daily servicing needs of our clients and develop an understanding of the unique requirements of clients across all asset classes.

As a Client Account Manager you will also partner with Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.

Job Responsibilities


* Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager(s)


* Act as a central point of contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients


* Manage the onboarding process in tandem with our COM team for account set-up, communication with client and other third parties


* Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders


* Attend client meetings and events as appropriate (including due diligence meetings)


* Perform all required client service functions including maintenance of client records, coordination of client cash flows, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, and following 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


* Respond to clients' auditors, consultants, and other third party requests


* Work with RFP Team to provide information and/or responses to prospect questions


* Participate in client impacting business and regulatory driven projects and initiatives

Required qualifications, capabilities and skills


* Previous experience at an asset management firm; background in client service


* Experience in the asset management industry


* Excellent communication skills (both oral and writte...