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JobsJPMorgan Chase

Prime Financial Services - Account Manager - Associate

JPMorgan Chase

Prime Financial Services - Account Manager - Associate

JPMorgan Chase

Boston, MA, United States, US

·

On-site

·

Full-time

·

3w ago

The Account manager will provide dedicated support to hedge fund clients serviced through the Boston Prime Financial Services office. The successful candidate will act as a key representative of J.P. Morgan’s Prime Financial Services platform, delivering exceptional service and expertise to both current and prospective clients.

Job Responsibilities:

  • Client Relationship Management: Build and maintain strategic relationships with key client decision makers, strengthening engagement through regular communication, meetings, and industry events.

  • Prime Brokerage Solutions: Proactively introduce clients to new Prime Finance products, technology enhancements, and regulatory developments, ensuring clients are informed and positioned to benefit from the latest offerings.

  • Business Development: Leverage client relationships to identify and drive opportunities for Prime Finance business growth and increased revenue, acting as a trusted advisor to clients.

  • Portfolio and Balance Optimization: Ability to analyze client metrics, balance trends, and portfolio composition, helping clients on strategies to optimize their balance mix, return metrics, and overall revenue generation.

  • Holistic Client Coverage: Deliver a comprehensive suite of J.P. Morgan products by analyzing the client’s business holistically, identifying cross-product opportunities across equities, fixed income, synthetics, FX, and futures clearing.

  • Client Experience Leadership: Oversee the end-to-end client experience, ensuring seamless delivery of product, technology, and operational support. Lead initiatives to enhance client satisfaction and continuously improve Prime Finance offerings.

Required Qualifications, Capabilities, and Skills:

  • Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree preferred.

  • Demonstrated ability to manage and cultivate strong client relationships.

  • Energetic self-starter with a keen interest in learning the business and a drive to enhance and expand our product offerings.

  • Foundational understanding of investment operations and financial markets.

  • Proven ability to thrive in a fast-paced, dynamic environment.

  • Exceptional oral presentation, persuasive communication, and negotiation skills.

  • Series 3, 7, and 63 preferred or willing to attain within 6 months of joining

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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