Asset Management – Client Account Manager – Associate

JPMorgan Chase & Co.•New York, NY

3h•$85,500 - $150,000

About The Position

As a Client Account Manager, 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. 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
Experience in the asset management industry
Excellent communication skills (both oral and written)
Degree level education
Client focused and able to gain an in-depth understanding of clients’ servicing needs
Highly accurate with good attention to detail
Ability to multitask to meet deadlines
Proactive/self-starter
Flexible/ability to adapt to change
Influencing skills

Responsibilities

Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager(s)
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 in tandem with our COM team for 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, and following up with clients on all outstanding invoices
Work with clients and internal stakeholders to agree mutually acceptable investment management agreements, fees schedules and investment guidelines
Communicate significant client issues internally and document/escalate as appropriate
Respond to clients’ auditors, consultants, and other third party requests
Work with RFP Team to provide information and/or responses to prospect questions
Participate in client impacting business and regulatory driven projects and initiatives