Asset Management - Client Account Management Senior Associate - Mandarin, Cantonese, Japanese, or Korean
Today Taguig City, Philippines
About us
We know our people are our strongest asset. You will never stop learning here, and we will learn with, invest in and support you along the way.
- Size: 10,000+ employees
- Industry: Financial Services
Make an impact by helping institutional clients navigate complex servicing needs with confidence and clarity. You will own client requests end-to-end, collaborate with partners across regions, and help deliver a consistent, high-quality experience. This Manila-based role supports Asia time zones while working closely with colleagues in Europe, the Middle East and Africa (EMEA) and North America. You will bring strong communication, attention to detail, and a control-minded approach to how work gets done. Join a team that values continuous improvement, accountability, and trusted partnerships.
Job summary
As a Client Account Senior Associate in the Client Account Management Team, you will serve as a designated servicing contact for institutional clients, owning bespoke enquiries and driving timely resolution of complex servicing needs. You will support key client lifecycle activities and partner closely with internal stakeholders and external service providers to deliver a consistent client experience across regions and time zones.
Job responsibilities
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
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.
Job summary
As a Client Account Senior Associate in the Client Account Management Team, you will serve as a designated servicing contact for institutional clients, owning bespoke enquiries and driving timely resolution of complex servicing needs. You will support key client lifecycle activities and partner closely with internal stakeholders and external service providers to deliver a consistent client experience across regions and time zones.
Job responsibilities
- Serve as the designated servicing contact for bespoke client enquiries, taking end-to-end ownership and coordinating responses across internal teams
- Support client lifecycle activities, including client onboarding, ongoing account maintenance, know your customer (KYC) requirements, account changes or restructuring, and client offboarding
- Coordinate the review and processing of client agreements and related documentation in partnership with relevant stakeholders
- Liaise with platform providers and transfer agents on account setup, maintenance, and operational matters
- Coordinate responses to requests from clients, consultants, auditors, and other approved third parties
- Support the production and coordination of regulatory reporting, client disclosures, and due diligence questionnaires
- Conduct client review meetings, including post-onboarding reviews and periodic service reviews
- Investigate, resolve, communicate, and escalate client servicing issues and errors with appropriate ownership and controls focus
- Identify and contribute to process improvement, technology, and operating model initiatives that enhance the client servicing experience
Required qualifications, capabilities and skills
- Proficiency in an Asian language (for example, Cantonese, Mandarin, Japanese, or Korean) to support regional clients and stakeholders
- Bachelor's degree in finance, business, economics, or a related field
- 6 years of experience in institutional client servicing, client onboarding, asset servicing, or related roles within financial services
- Demonstrated knowledge of client servicing processes and operational workflows, including onboarding and account maintenance activities
- Proven ability to communicate financial concepts clearly and professionally with clients and internal stakeholders
- Strong organizational skills with the ability to manage multiple priorities and deliver high-quality outcomes in a fast-paced environment
- Strong attention to detail, problem-solving skills, and follow-through, with a consistent controls mindset
- Excellent verbal and written communication skills in English
Preferred qualifications, capabilities and skills
- Experience supporting asset management or investment management institutional clients
- Experience working across time zones with stakeholders in Asia, EMEA, and North America
- Familiarity with automation and data tools (for example, Alteryx, Power BI, Python, or similar technologies)
- Experience coordinating with transfer agents and third-party service providers on operational matters
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
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.
Additional Information
- Job category: Management
- Posted: today
