
Global financial services firm
Asset Management – Client Account Manager – Associate
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
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Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager
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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
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Manage the onboarding process including negotiation of legal contracts, account set-up, communication with client and other third parties
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Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders
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Attend client meetings and events as appropriate (including due diligence meetings)
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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
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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
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Bachelor’s degree required
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Ability to develop strong client and able to gain an in-depth understanding of client servicing needs
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Excellent written and communication skills
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English/French bilingual proficiency required
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Strong risk and control mindset with exceptional ability to asses situations and make informed decisions
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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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关于JPMorgan Chase

JPMorgan Chase
PublicJPMorgan 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+
员工数
New York City
总部位置
$500B
企业估值
评价
10条评价
3.8
10条评价
工作生活平衡
3.5
薪酬
4.0
企业文化
3.8
职业发展
3.2
管理层
2.8
68%
推荐率
优点
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
缺点
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
薪资范围
44个数据点
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1份报告
$139,000
年薪总额
基本工资
$107,000
股票
-
奖金
-
$139,000
$139,000
面试评价
4条评价
难度
3.0
/ 5
时长
14-28周
录用率
50%
体验
正面 25%
中性 75%
负面 0%
面试流程
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
常见问题
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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