JPMorgan Asset Management Client Account Manager Asia 

Taiwan, Taipei, Taipei 

745750133

As a Client Account Manager in the Asia Client Services team, you will act as the point of contact for daily servicing needs of our clients, you will develop an understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. In addition, you will also partner with Client Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate. You will demonstrate effective communication, interpersonal and relationship building skills along with an organised approach and controls mindset reporting to the team lead based in Taiwan.

Job Responsibilities:

• Act as day-to-day client service contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients. This includes responding to clients’ auditors, consultants, and other third-party requests while balancing meeting client needs with a risk and controls mindset to protect the firm
• Ensure client impacting issues, regulatory change and business change is communicated to the client and escalated / documented for internal stakeholders as appropriate
• Perform, in compliance with internal procedures and processes, all required client service functions throughout client lifecycle, including:
  • Work with Request for Proposal (RFP) and Client Advisors (CA) teams to provide information and/or answers to prospect questions / present at pitches when needed
  • Manage the onboarding process including negotiation of mutually acceptable Investment Management Agreements, account set-up, communication with client and other third parties
  • Coordinate Know Your Customer (KYC) (onboarding and refresh) in partnership with Client Advisors and Compliance teams
  • Respond to day-to day queries and delivering our service offering, including coordination of client cash flows, follow up with clients on outstanding invoices and maintenance of client records
• Attend client meetings and events as appropriate (including due diligence meetings) and leading client service reviews to record feedback and drive change to enhance client experience
• Partner with global Client Service teams to support our clients’ needs, especially where portfolios are managed across regions
• Participate and contribute to client impacting business, technology and regulatory driven projects and initiatives as well as client service and regional team meetings

Required qualifications, capabilities and skills:

• Bachelor’s degree or equivalent in any discipline
• Minimum 4 years previous experience at an asset management or financial services firm, and background in client service demonstrating knowledge of products, markets, and regulations
• Strong interpersonal, communication (written and oral), negotiation and influencing skills
• Enthusiastic and dynamic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail
• Ability to work independently and with teams, multi-task and meet strict deadlines. Strong organisational, and prioritisation skills are required alongside effective judgement from a risk and escalation perspective
• Flexible/ability to adapt to change
• Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook)
• Other qualifications: SITCA License, or Senior Brokerage License or Trust License or readiness to take the necessary exams is required

Preferred qualifications, capabilities, and skills:

• Fluency in verbal English and Mandarin, as well as written English and Chinese