Delivering an exceptional client experience takes ownership, precision, and partnership. In this role, you will be a trusted servicing contact for institutional clients with complex needs. You will coordinate across internal teams to resolve issues and improve how we work. You will help strengthen controls while keeping client outcomes front and center. If you thrive in a fast-paced, collaborative environment, this is an opportunity to make a measurable impact.
Job summaryAs a Client Account Associate in the Client Account Management Team, you will act as a designated servicing contact and help deliver a consistent, high-quality experience across the client lifecycle. You will own bespoke client enquiries, coordinate responses with internal partners, and drive timely resolution of complex servicing issues. This Manila-based role supports Asia time zones while collaborating with stakeholders across Asia, Europe, the Middle East and Africa, and North America.
Job responsibilities- Serve as a designated servicing contact for bespoke client enquiries, taking ownership of requests and coordinating responses across relevant internal teams
- Support client lifecycle activities, including onboarding, ongoing account maintenance, know your customer (KYC) activities, account changes and restructuring, and offboarding
- Coordinate and facilitate reviews of client agreements and documentation to support accurate servicing and timely execution
- Liaise with platform providers and transfer agents on account administration and operational matters
- Coordinate responses to requests from clients, consultants, auditors, and other approved third parties
- Support the production and coordination of regulatory reports, client disclosures, and due diligence questionnaires
- Conduct client review meetings, including post-onboarding reviews and ongoing service reviews
- Investigate, resolve, communicate, and escalate client servicing issues and errors in line with service expectations and controls
- Identify and participate in process improvement, technology, and operating model initiatives designed to enhance the client servicing experience
Required qualifications, capabilities and skills- Proficiency in Cantonese, Mandarin, and/or Japanese to support regional clients and stakeholders
- 6 years of experience in institutional client servicing, client onboarding, asset servicing, or related roles within financial services
- Demonstrated understanding of client servicing processes and operational workflows within financial institutions
- Strong communication skills, with the ability to explain financial and operational concepts clearly and professionally
- Proven ability to build effective relationships with clients and internal stakeholders
- Ability to work independently, manage multiple priorities, and operate effectively in a fast-paced environment
- Strong attention to detail, problem-solving capability, and follow-through
- Excellent verbal and written communication skills in English
- Strong risk and controls mindset, with a focus on accurate execution and issue ownership
- Bachelor's degree or higher in Finance, Business, Economics, or a related field
Preferred qualifications, capabilities and skills- Experience supporting institutional asset management clients
- Experience coordinating client documentation reviews, regulatory reporting, and/or due diligence questionnaires
- Experience using automation or data tools (e.g., Alteryx, Power BI, Python) to improve workflows
- 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.
