Asset Management _Client Onboarding _ Associate

JOB DESCRIPTION

You are a strategic thinker passionate about driving solutions in "Client Onboarding". You have found the right team

As an Asset Management - Client Onboarding - Associate within our team, you will oversee the management of existing client and internal fund accounts, ensuring seamless lifecycle events and maintaining strong client relationships. You will have the opportunity to enhance the overall client and fund experience by proactively managing account and fund changes, addressing client needs, and collaborating with internal teams to deliver exceptional service.

Job Responsibilities

• Oversee lifecycle events for client accounts and internal funds, including updates, mergers, and closures.
• Serve as the primary contact for clients and stakeholders, maintaining strong relationships.
• Lead coordination with teams to ensure smooth execution of lifecycle events.
• Maintain accurate documentation and ensure compliance with regulations.
• Identify and mitigate risks associated with lifecycle events.
• Continuously improve processes related to lifecycle management.
• Prepare reports on lifecycle activities and analyze data for improvement opportunities.
• Communicate effectively with clients and internal teams.
• Build positive relationships with client/product development teams.
• Collaborate with team members for comprehensive business support.
• Manage multiple requests efficiently to ensure timely responses.

Required qualifications, capabilities and skills

• Communicate clearly both verbally and in writing.
• Graduate/Post graduate with at least 4 years of experience
• Build and maintain positive relationships with stakeholders.
• Collaborate effectively with team members.
• Demonstrate financial product knowledge, including equities and derivatives.
• Manage projects concurrently from inception to completion.
• Handle multiple tasks efficiently with strong time management.
• Utilize MS Office and web-based technology effectively.

Preferred qualifications, capabilities and skills

• Demonstrate experience in account or fund management.
• Understand financial products and fund operations.
• Communicate excellently with strong time management skills.
• Work independently while collaborating within a team.
• Solve problems effectively with attention to detail.
• Identify and implement process improvements using digital tools.

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 FAQs 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.