Client Account Management

2 weeks ago

mumbai, India JPMorgan Chase & Co. Full time

We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.

Job Responsibilities

This role will require supporting all three regional CAM teams (EMEA, Asia and US) in local time zone. The processes to onboard and service clients will be globally consistent. However, regional understanding of client base is required. Responsible for providing world class experience to the Institutional clients, managing their expectations, Co-ordinating with the product teams, fund administrators, external legal counsels, tax teams and global CAM teams.  Act as key contact for the client, key stakeholders, and the business for all service-related client matters. Ensure complex client issues are resolved with minimum impact to the client/the business. This will often involve working cross functionally across a number of departments such as product team, legal, compliance, risk, product areas and attaining “buy in” from the business to meet the clients’ needs, in order to achieve a manageable solution.  Co-ordinate all client aspects of account opening/closing both with clients and internally (. including explaining operational processes & JPM policies to clients, validating client instructions and instructing the business, ensuring all systems are correctly set up Ability to perform direct client communication as appropriate, key responsibility as a CAM Process and coordinate account maintenance requests including distributions, client queries, subscription and redemptions processing requests and other administrative tasks in line with procedures Become subject matter expert for the respective region/ client/ vehicle type covered . develop knowledge of local regulations, market constraints and client type specific issues Ensure all tasks are executed in line with global procedures with clear audit trail and quality control/maker-checker  Stakeholder Management is the necessity of the profile Communicate in a clear, concise and efficient manner with multiple teams at any given point of time Maintain client records and static data  Extract documents or system data to support internal control testing requests Document and review procedures 

Required qualification, skills and capabilities:

Graduate / Post-graduate with 10 years+ of experience with financial product analysis or Client services MBA in Finance / CFA. Prior experience in Asset Management/Asset servicing in Client Services teams in Custody/Investment banking preferred (client facing roles) with alternatives product exposure/ experience and how they operate  Understanding of the asset management business, various asset classes and investment products is desirable Financial market awareness and understanding of basic financial concepts Asset class knowledge, Client service knowledge Microsoft Excel, PowerPoint, Word and Outlook skills (intermediate to advanced) Alteryx/Tableau/Python (intermediate to advanced) Excellent communication skills (both verbal and written) and relationship building skills Outstanding numerical/quantitative skills

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