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Asset Management – Client Account Manager – Associate

JPMorgan Chase

Asset Management – Client Account Manager – Associate

JPMorgan Chase

Vancouver, BC, Canada, CA

·

On-site

·

Full-time

·

2mo ago

Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!

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.

Job 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

Required qualifications, capabilities, and skills

  • 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

  • English/French bilingual proficiency required

  • Strong risk and control mindset with exceptional ability to asses situations and make informed decisions

  • Exceptional organizational skills; ability to multi-task and to manage complex assignments and meet deadlines

Preferred qualifications, capabilities, and skills

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

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About JPMorgan Chase

JPMorgan Chase

JPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.

300,000+

Employees

New York City

Headquarters

Reviews

4.2

10 reviews

Work Life Balance

4.2

Compensation

4.3

Culture

4.5

Career

4.4

Management

4.1

75%

Recommend to a Friend

Pros

Good pay and benefits

Work-life balance

Career advancement opportunities

Cons

Heavy workload at times

Career advancement takes time

Pay could be better in some roles

Salary Ranges

47 data points

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analyst

21 reports

$126,500

total / year

Base

$110,000

Stock

-

Bonus

-

$95,450

$155,250

Interview Experience

4 interviews

Difficulty

2.8

/ 5

Duration

14-28 weeks

Interview Process

1

Application Review

2

HireVue Video Interview

3

Technical/Behavioral Assessment

4

Final Interview Round

5

Offer Decision

Common Questions

Behavioral/STAR

Technical Knowledge

Past Experience

Culture Fit

Case Study