Global Client Service

2 weeks ago

Mumbai, India JPMorgan Chase Bank, N.A. Full time

**Global Client Account Management**

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking
**.**

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

**Asset Management**:
J.P. Morgan Asset Management ("JPMAM") is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

JPMAM is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

**Ou**
**r Team**:
Client Account Managers ("CAM"s) are responsible for the day to day servicing of J.P. Morgan Asset Management's institutional, sub-advisory, intermediary and global liquidity client base. In addition to establishing and maintaining a high level of service for clients across all asset classes, CAMs are responsible for developing an understanding of the unique servicing needs of their clients and championing those concerns within the context of the larger firm.

The
**India CAM Team** provides support across the regions and acts as a key contact for administrative, operational and general servicing issues for CAM globally.

**Primary Responsibilities**
- Responsible for providing world class experience to the Institutional and Intermediary clients, managing their expectations, Co-ordinating with PMs, Traders, Investment Specialists, Cash management, Guideline Management team etc. as and when required
- 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 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 (i.e. including explaining operational processes & JPM policies to clients, validating client instructions and instructing the business, ensuring all systems are correctly set up etc.)
- Should be able to do direct client connect, key responsibility as a CAM
- Process and coordinate account maintenance requests including cash flows, account opening, reporting setup, fee invoice setup, guideline setup, maintaining exclusion list etc.
- Support all aspects of maintenance and improvement of client experience
- Ensure all tasks are executed in line with regional 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
- Provide periodical status, control and KPI reports for conducted work
- Drive change/efficiencies through targeted interventions leveraging the strategic as well as tactical platforms
- Timely escalation of unclear requests, issues and errors

**Qualifications and skills**

Education
- Graduate / Post-graduate with 6-9 years of experience

Industry / Product / Process
- Prior experience in Asset Management/Asset servicing in Client Services teams in custody/investment banking preferred (client facing roles)
- 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, excel skills
- Excellent communication (client facing)

Risk, Controls, Governance
- Outstanding accuracy and attention to detail
- Awareness of business risk and compliance procedures
- Ability to simultaneously manage competing priorities, including immediate, short-term
- Confidence to work directly with stakeholders at all levels, both to ensure the

  • Client Service Executive

    4 weeks ago

    Mumbai, India Addus Services LLP-Client Full time

    Provide hands on support with delivery of digital campaigns. - Build long term associations with global clients and ensure customer satisfaction. - Provide solutions by finding ways and means cutting across functions by understanding their business objectives. - Manage delivery through management of work flow, resource requirement and quality of output. - 1...

  • Client Servicing Executive

    4 weeks ago

    Mumbai, India MidAspire Global Services LLP Full time

    **Company Overview**: MidAspire Global Services LLP is a renowned outsourcing and offshoring consulting company operating in India. With years of experience and a strong reputation in the industry, we provide top-notch services to our clients in India and abroad. Our expertise lies in delivering efficient and effective solutions in the flexible packaging...

  • Global Client Service Data Analytics- Associate

    7 days ago

    mumbai, India JPMorgan Chase & Co. Full time

    Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client...

  • Global Client Service Data Analytics- Associate

    1 week ago

    Mumbai, India JPMorgan Chase & Co. Full time

    . Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client...

  • Payments Global Client Service Associate

    4 weeks ago

    Goregaon, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job responsibilities** - **Understanding clients’ relationships with the bank.**: - Developing, maintaining, and broadening partnerships with Clients (internal and external). - Resolving external and internal inquiries pertaining to J.P. Morgan’s Wholesale Payments core cash products and tracking and monitoring inquiries via an...

  • Asset Management

    4 weeks ago

    Mumbai, India JPMorgan Chase & Co. Full time

    . Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client...

  • Asset Management

    3 weeks ago

    mumbai, India JPMorgan Chase & Co. Full time

    Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client...

  • Audit Confirmation Client Services Eu

    7 days ago

    Mumbai, India Riverforest Connections Full time

    **Audit Confirmation Client Services EU - Global Bank Shared Services** **Position Purpose** - Within the Global Markets Client Management division of the company, the EMEA Global Markets Client Service Technical Support team's objective is to provide our clients with a top of the range service (valuation reports, event notifications, factsheet) and ensure...

  • Associate, Client Service

    4 weeks ago

    Mumbai, India Guidepoint Global Full time

    **OVERVIEW**: **At Guidepoint, we’re the experts in finding expertise.** Whatever it is that our clients need to know—we find the experts closest to the topic and facilitate a short-term consultation. Guidepoint’s clients include many of the top Institutional Investors (including some of the largest hedge funds, private equity, and venture capital...

  • Client Services

    1 week ago

    Mumbai Central, India State Street Full time

    Vice President, Client Onboarding Who we are looking for An experienced leader for our global Client Services Support group, responsible for managing a team of client services specialists responsible for providing end-to-end onboarding support to our key clients. The Global Market's COO Organization is the operational infrastructure for Global Markets and...

  • Global Client Service Data Analytics- Associate

    4 days ago

    Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated...

  • Client Services

    1 week ago

    Mumbai Central, India State Street Full time

    Vice President, Client Onboarding Who we are looking for An experienced leader for our global Client Services Support group, responsible for managing a team of client services specialists responsible for providing end-to-end onboarding support to our key clients. The Global Market’s COO Organization is the operational infrastructure for Global Markets and...

  • Client Service Analyst

    1 week ago

    mumbai, India 9608 Deutsche India Private Limited, Mumbai Branch Full time

    Description Positive Impact -It’s what drives us. More than a claim, this describes the way we do business. Our purpose as a business is to enable economic growth and societal progress. We want to be a bank that creates a positive impact for clients, employees, investors and society. We’re committed to being the best financial services...

  • Client Service Analyst

    2 weeks ago

    Mumbai, India 9608 Deutsche India Private Limited, Mumbai Branch Full time

    Description Positive Impact -It’s what drives us. More than a claim, this describes the way we do business. Our purpose as a business is to enable economic growth and societal progress. We want to be a bank that creates a positive impact for clients, employees, investors and society. We’re committed to being the best financial services provider...

  • Client Servicing Executive

    4 weeks ago

    Mumbai, India PTW Full time

    Job reference - D27DFF1D13_crt:1681668172183 - Company Name - PTW - Salary - Competitive - Location - Mumbai, India - Country - India - Industry sector - Customer Services - Job start date - ASAP - Posted date - 16/04/2023 - Experience Level - Junior-Associate - Job type - Permanent | Full Time - Remote / Hybrid - No **Title**: Client Servicing...

  • Client Service Officer

    4 weeks ago

    Mumbai, India Deutsche Bank Full time

    **Job Title: Client Service Officer UK/I** **Location: Mumbai** **Business Area**: Institutional Cash Management (ICM) helps Financial Institutions clients to optimize their treasury and commercial payments businesses. This improves their cash flow, while offering a wide range of solutions including channel management, global payment services, check...

  • Associate, Client Services

    4 weeks ago

    Mumbai, India S&P Global Full time

    **Department overview**: **Position summary**: **Duties & accountabilities**: - Bachelor's Degree with 0 to 2 years of work experience in Production / Application support. - Ready to work in a 24x5 rotational shift model and rotational on-call weekend support. - Good Knowledge of Linux / Unix commands, Windows or PowerShell commands. - Profound knowledge in...

  • Global Relations Manager

    23 hours ago

    navi mumbai, India Sperton Global AS Full time

    Job Summary:   The Global Relations Manager plays a pivotal role in building bridges between the organization and its international partners, fostering collaboration, and driving global success. The role is multifaceted and requires strong organizational, communication, and time management skills, as well as the ability to work efficiently and...

  • Associate, Client Service

    4 weeks ago

    Mumbai, India Guidepoint Global Full time

    **Associate, Client Service (Night shift)**: As an Associate in the Client Service team, your job is to understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over one million Guidepoint Advisors, determining which ones are best suited to speak...

  • Client Servicing

    17 hours ago

    Mumbai, Maharashtra, India timesjobs Full time

    JOB DETAILSWork with clients in support of new business opportunities, client service, and sales programs.Establish goals, analyze growth, and provide accurate progress reports, forecasts, and budgets.Ensure company-wide consistency in client service and sales procedures.Client Servicing Manager is responsible to support Corporate Sales Team or Business...