Asset Management – Client Account Manager – Vice President

JPMorgan Chase & Co. • Toronto, ON

22h

About The Position

As a Client Account Manager within Asset Management, you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a point of contact for daily servicing needs of our clients and develop an understanding of the unique requirements of clients across all asset classes. As a Client Account Manager, you will also partner with Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.

Requirements

• Previous experience at an asset management firm; background in client service with institutional client base required including knowledge of investments including multi asset solutions, alternatives, fixed income, equity, real estate and private equity product offerings
• Bachelor’s degree required
• Ability to develop strong client and able to gain an in-depth understanding of client servicing needs
• Excellent written and communication skills
• Strong risk and control mindset with exceptional ability to assess situations and make informed decisions
• Exceptional organizational skills; ability to multi-task and to manage complex assignments and meet deadlines

Nice To Haves

• Advanced degrees, other financial qualifications and licenses are a plus (Chartered Financial Analyst)

Responsibilities

• Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager
• Act as a central point of contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients
• Manage the onboarding process including negotiation of legal contracts, account set-up, communication with client and other third parties
• Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders
• Attend client meetings and events as appropriate (including due diligence meetings)
• Perform all required client service functions including maintenance of client records, coordination of client cash flows, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and respond to clients’ auditors, consultants, and other third party requests

What This Job Offers

• Job Type: Full-time
• Career Level: Manager