▷ [Urgent] Analyst Client Account Management
2 weeks ago
Job Category Sales Support You are a strategic thinker passionate about driving solutions in Global Client Account Management CAM Support You have found the right team As a Global Client Account Management Support Professional within our Global CAM Support Team you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment Job Responsibilities Support Primary Client Account Managers CAMs in delivering a world-class client experience and managing client expectations Coordinate with Portfolio Managers Traders Investment Specialists Cash Management Guideline Management and other teams as required Process and coordinate account maintenance requests including cash flows account opening reporting setup fee invoice setup guideline setup and exclusion list maintenance Maintain and enhance all aspects of client experience ensuring tasks are executed in line with regional procedures and quality controls Serve as a key contact for administrative operational and general servicing issues for CAMs globally Maintain accurate client records and static data Extract documents or system data to support internal control testing requests Document and review procedures to ensure compliance and efficiency Provide periodic status control and KPI reports for conducted work Escalate unclear requests issues and errors in a timely manner Required qualifications capabilities and skills Bachelor s degree with at least 3 years of relevant experience Prior experience in Asset Management or Asset Servicing in client services roles within custody or investment banking Understanding of asset management business asset classes and investment products Strong financial market awareness and grasp of basic financial concepts Proficiency in Microsoft Excel PowerPoint Word and Outlook intermediate to advanced Excellent communication skills verbal and written especially in client-facing situations Outstanding accuracy and attention to detail Awareness of business risk and compliance procedures Ability to manage competing priorities and meet tight deadlines Strong numerical and quantitative skills Preferred qualifications capabilities and skills Experience in client-facing roles within asset management or investment banking Advanced stakeholder management skills with the ability to partner with stakeholders at all levels Exceptional prioritization time management and multi-tasking abilities Strong work ethic positive attitude and proactive approach Ability to work collaboratively with local and global teams as well as independently Sensitivity to different cultures and working styles About Us JPMorganChase one of the oldest financial institutions offers innovative financial solutions to millions of consumers small businesses and many of the world s most prominent corporate institutional and government clients under the J P Morgan and Chase brands Our history spans over 200 years and today we are a leader in investment banking consumer and small business banking commercial banking financial transaction processing and asset management We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success We are an equal opportunity employer and place a high value on diversity and inclusion at our company 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 Visit our for more information about requesting an accommodation About the Team J P Morgan Asset Wealth Management delivers industry-leading investment management and private banking solutions Asset Management provides individuals advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals Wealth Management helps individuals families and foundations take a more intentional approach to their wealth or finances to better define focus and realize their goals
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3 weeks ago
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Client Implementation Analyst
3 weeks ago
Mumbai, India Deutsche Bank Full timeJob Title- Client Implementation Analyst Location- Mumbai, India Role Description The Client Implementation Analyst (Documentation) supports the efficient delivery of implementation & documentation tasks and will act as a support resource throughout the project, working under the direct supervision of the Client Implementation Manager(s). Key tasks include...
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