Join a client-facing operations team where your work directly strengthens long-term client partnerships. You will help deliver a consistent, high-quality servicing experience by coordinating across investment and operational teams. This role offers broad exposure to investment products, processes, and controls in a fast-paced environment.
Job summaryAs a Client account management associate in the Client account management team, you will support day-to-day servicing for institutional and sub-advisory clients and help deliver timely, accurate account administration. You will partner with cross-functional teams to coordinate client requests, maintain strong controls, and continuously improve the client experience.
Job responsibilities - Support primary client account managers by coordinating responses to client servicing requests and managing expectations on timelines and deliverables
- Process account maintenance activities, including account openings, cash flows, contact updates, reporting setup, fee and invoice setup, and guideline-related updates
- Coordinate with internal partners (for example, investment specialists, portfolio managers, trading, cash management, guideline management, and client reporting) to complete client deliverables
- Manage complex and sensitive servicing activities with limited supervision while meeting service-level expectations
- Prepare recurring and ad hoc client reports and materials using Microsoft Excel and Microsoft Word
- Maintain a clear audit trail and follow applicable procedures, including quality control and maker-checker requirements
- Identify operational, client, and control risks, and escalate issues promptly with clear analysis and recommended next steps
- Support workload prioritization, coverage planning, and task allocation during peak periods, absences, or business-critical events
- Communicate status, dependencies, and outcomes clearly and concisely to stakeholders across multiple teams
- Contribute to continuous improvement of servicing processes and the overall client experience
Required qualifications, capabilities and skills - Bachelor's degree (or equivalent practical experience)
- Minimum 4 years of relevant experience in client servicing, account management, or investment operations supporting institutional clients
- Demonstrated ability to manage competing priorities and time-sensitive deliverables with limited supervision
- Strong stakeholder management skills, including the ability to align priorities and deadlines with partners at multiple levels
- Proficiency in Microsoft Excel and Microsoft Word for reporting and documentation
- Strong written and verbal communication skills, with attention to detail and follow-through
- Demonstrated control mindset, including maintaining documentation and adhering to quality checks and procedures
- Ability to work effectively with local and global teams across different cultures and working styles
Preferred qualifications, capabilities and skills - Experience supporting asset management or asset servicing client services teams (for example, custody or investment banking environments)
- Exposure to sub-advisory and/or liquidity client servicing models
- Understanding of common asset classes and investment products
- Familiarity with client reporting setup, service review materials, and ongoing account maintenance processes
- Financial markets awareness and understanding of basic financial concepts
- Advanced Microsoft Excel skills (for example, pivots, lookups, and data reconciliation)
- 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 USJPMorganChase, 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 TEAMJ.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.
