Job Description 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! 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. Strong risk and control mindset with exceptional ability to assess 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 (e.g., Chartered Financial Analyst). We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr
Asset Management – Client Account Manager – Vice President
JPMORGANCHASE
toronto, toronto
Published 18 days ago
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