Associate Client Account Management at JPMC Candidate Experience page

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

15 Oct, 26

Salary

0.0

Posted On

17 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Stakeholder Management, Prioritization, Time Management, Multi-tasking, Collaboration, Asset Management, Financial Market Awareness, Excel, Client Communication, Account Maintenance, Performance Management, Quality Control

Industry

Financial Services

Description

You are a strategic thinker passionate about driving solutions in Client Account Management. You have found the right team. As Client Account Management Associate within our J.P. Morgan Asset Management Client Service Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. JOB RESPONSIBILITIES * Support Primary Client Account Managers by delivering a world-class client experience and managing expectations. * Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, and Guideline Management teams as needed. * Process account maintenance requests including cash flows, account openings, and reporting setup. * Set up fee invoices, guidelines, and exclusion lists to meet client and operational requirements. * Enhance the client experience through ongoing maintenance and continuous improvement initiatives. * Execute tasks in line with regional procedures, ensuring a clear audit trail and quality control (maker-checker). * Manage key stakeholders by partnering on priorities, deadlines, and service delivery outcomes. * Lead (as required) a small team, including performance management, administrative responsibilities, and year-end appraisals. * Communicate clearly, concisely, and efficiently with multiple teams at any given time. REQUIRED QUALIFICATIONS, CAPABILITIES AND SKILLS * Graduate/Post-graduate with at teast 4 years of relevant experience. * Strong stakeholder management skills across levels; ability to align on priorities and deadlines. * Excellent prioritization, time management, and multi-tasking abilities. * Strong work ethic with a positive, proactive mindset. * Ability to collaborate with local and global teams and work effectively on own initiative. * Cultural sensitivity to different working styles across regions. * Flexibility and adaptability in a fast-paced environment, applying judgement when needed. * Self-starter mentality with strong ownership and accountability. * Team-player approach with a consistent focus on service excellence. PREFERRED QUALIFICATIONS, CAPABILITIES AND SKILLS * Prior experience in Asset Management/Asset Servicing Client Service teams (custody/investment banking; client-facing). * Understanding of the asset management business, asset classes, and investment products. * Financial market awareness and strong grasp of basic financial concepts. * Strong asset class knowledge and client service fundamentals. * Strong Excel skills. * Excellent client-facing communication skills. Generated with JDA 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 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. 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.

Responsibilities

Support Primary Client Account Managers by delivering high-quality client experiences and managing account maintenance requests. Coordinate with internal teams such as Portfolio Managers and Traders to ensure operational requirements and client objectives are met.