JPMorgan Associate Client Account Management 

India, Maharashtra, Mumbai 

923336471

As awithin our dynamic team, you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities

• Provide world class experience to the Institutional clients, managing their expectations, Co-ordinating with the product teams, fund administrators, external legal counsels, tax teams and global CAM teams.
• Act as key contact for the client, key stakeholders, and the business for all service-related client matters.
• Ensure complex client issues are resolved with minimum impact to the client/the business. This will often involve working cross functionally across a number of departments such as product team, legal, compliance, risk, product areas and attaining “buy in” from the business to meet the clients’ needs, in order to achieve a manageable solution.
• Co-ordinate all client aspects of account opening/closing both with clients and internally (i.e. including explaining operational processes & JPM policies to clients, validating client instructions and instructing the business, ensuring all systems are correctly set up etc.)
• Perform direct client communication as appropriate, key responsibility as a CAM
• Process and coordinate account maintenance requests including distributions, client queries, subscription and redemptions processing requests and other administrative tasks in line with procedures
• Support all aspects of maintenance and improvement of client experience
• Ensure all tasks are executed in line with global procedures with clear audit trail and quality control/maker-checker
• Maintain client records and static data
• Extract documents or system data to support internal control testing requests
• Drive change/efficiencies through targeted interventions leveraging the strategic as well as tactical platforms

Required qualifications, capabilities and skills

• Prior experience in Asset Management/Asset servicing in Client Services teams in Custody/Investment banking (client facing roles) and how they operate
• Understanding of the asset management business, various asset classes and investment products
• Financial market awareness and understanding of basic financial concepts
• Asset class knowledge, Client service knowledge
• Excellent communication skills (client facing)
• Stakeholder management skills - Ability to work directly with stakeholders at all levels, both to ensure their Client service needs are met, and to partner with them to agree priorities and deadlines
• Outstanding prioritization skills, time management, Influencing Skills and multi-tasking abilities
• Strong work ethic and positive attitude
• Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles
• Flexible, adaptive and able to work in a fast paced environment, applying judgement when needed

Preferred qualifications, capabilities and skills

• Alteryx/Tableau/Python (intermediate to advanced)