Analyst Client Account management

You are a strategic thinker passionate about driving solutions in Global Client Account Management (CAM)Support. You have found the right team.

As a Global Client Account Management Support Professional within our Global CAM Support Team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.

Job Responsibilities

• Support Primary Client Account Managers (CAMs) in delivering a world-class client experience and managing client expectations.
• Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, Guideline Management, and other teams as required.
• Process and coordinate account maintenance requests, including cash flows, account opening, reporting setup, fee invoice setup, guideline setup, and exclusion list maintenance.
• Maintain and enhance all aspects of client experience, ensuring tasks are executed in line with regional procedures and quality controls.
• Serve as a key contact for administrative, operational, and general servicing issues for CAMs globally.
• Maintain accurate client records and static data.
• Extract documents or system data to support internal control testing requests.
• Document and review procedures to ensure compliance and efficiency.
• Provide periodic status, control, and KPI reports for conducted work.
• Escalate unclear requests, issues, and errors in a timely manner.

Required qualifications, capabilities and skills

• Bachelor's degree with at least 3 years of relevant experience.
• Prior experience in Asset Management or Asset Servicing in client services roles within custody or investment banking.
• Understanding of asset management business, asset classes, and investment products.
• Strong financial market awareness and grasp of basic financial concepts.
• Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook (intermediate to advanced).
• Excellent communication skills (verbal and written), especially in client-facing situations.
• Outstanding accuracy and attention to detail.
• Awareness of business risk and compliance procedures.
• Ability to manage competing priorities and meet tight deadlines.
• Strong numerical and quantitative skills.

Preferred qualifications, capabilities and skills

• Experience in client-facing roles within asset management or investment banking.
• Advanced stakeholder management skills, with the ability to partner with stakeholders at all levels.
• Exceptional prioritization, time management, and multi-tasking abilities.
• Strong work ethic, positive attitude, and proactive approach.
• Ability to work collaboratively with local and global teams, as well as independently.
• Sensitivity to different cultures and working styles.

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 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.

Client-provided location(s): Mumbai, India

Job ID: JPMorgan-210675425

Employment Type: FULL_TIME

Posted: 2025-10-23T19:25:20