You are a strategic thinker passionate about driving solutions in client service and asset management. You have found the right team.
As a Client Service Professional within our J.P. Morgan Asset Management team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities:
- Manage and coordinate new account onboarding for JPMorgan Funds and Institutional Client mandates, including Segregated portfolios, Advisory, and Sub-Advisory mandates.
- Oversee lifecycle events such as Mergers, Liquidations, Closures, In-Species, and Custody Changes.
- Lead account-related projects, including investment and operational solutions for new business opportunities, design and implementation of new operating models, and support of regulatory-driven programs.
- Maintain event documentation, including onboarding checklists, account opening information, product specifications, project plans, and other related documents.
- Schedule, lead, and drive regular stakeholder meetings, ensuring concurrent projects are managed and delivered within agreed timeframes.
- Coordinate Client meetings where required, providing a seamless Client experience.
- Escalate issues in a timely manner and undertake necessary steps to ensure resolution and root cause analysis.
- Engage with key stakeholders across the Asset Management business to deliver tactical and strategic projects to identify and address areas of opportunity/improvement, reduce risk, enhance controls, and develop reporting to improve our service to both internal and external Clients.
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Required qualifications, capabilities, and skills:
- Professionally qualified CA/CFA or Post Graduate finance professional, MBA with at least 5 years of experience in the Financial Services industry or Graduate with at least 7 years of experience.
- Asset Management or relevant Investment Banking, Wealth Management experience with solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives, and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement.
- Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority, and ability to develop effective relationships with key business partners. Project Management experience with the ability to manage initiatives concurrently end-to-end.
- Excellent time management skills. Strong MS Office skills including Excel, Word, and PowerPoint, and ability to use web-based technology effectively.
- Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required. Ability to identify process improvements and implement appropriate changes.
- Strong verbal, written, and interpersonal communication skills to build relationships with senior business stakeholders and Clients..
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.