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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Asset Management – Client Account Manager – Associate

직무어카운트 매니저
경력신입/주니어
위치Vancouver, BC, Canada
근무오피스 출근
고용정규직
게시4개월 전
지원하기

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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JPMorgan Chase 소개

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

직원 수

New York City

본사 위치

$500B

기업 가치

리뷰

10개 리뷰

3.8

10개 리뷰

워라밸

3.5

보상

4.0

문화

3.8

커리어

3.2

경영진

2.8

68%

지인 추천률

장점

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

단점

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

연봉 정보

44개 데이터

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1개 리포트

$139,000

총 연봉

기본급

$107,000

주식

-

보너스

-

$139,000

$139,000

면접 후기

후기 4개

난이도

3.0

/ 5

소요 기간

14-28주

합격률

50%

경험

긍정 25%

보통 75%

부정 0%

면접 과정

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

자주 나오는 질문

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study