24 days old

Asset Management, Client Service, Client Account Manager, Separate Accounts, Associate/VP

Columbus, OH 43215
  • Job Code

Asset Management, Client Service, Client Account Manager, Separate Accounts, Associate/VP

Req #: 190038629
Location: Columbus, OH, US
Job Category: Asset Management
Potential Referral Amount: 4000 US Dollar (USD)

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:


Asset Management 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.


The Client Account Manager (“CAM”) is responsible for delivering exceptional client service to Institutional clients of J.P. Morgan Asset Management. As the point of contact for daily servicing needs of our clients   CAMs develop an understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. In addition they also partner with Client Account Managers to provide similar support to certain key strategic relationships (tier 1 and 2) clients. Client Account Managers partner with colleagues in Institutional Sales and Client Portfolio Management to form a dedicated service team for each assigned client..


  • Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and/or relationship manager/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
  • Project 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
  • Attendance at 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
  • Verify eligibility of clients for participation in fund vehicles
  • Follow up with clients on all outstanding invoices
  • Work with clients and internal stakeholders to agree mutually acceptable investment management agreements, fees schedules and investment guidelines
  • Communicate significant client issues internally and document/escalate as appropriate
  • Actively participate in client service and regional team meetings & off-sites
  • Respond to clients’ auditors, consultants, and other third party requests
  • Work with RFP Team to provide information and/or answers to prospect questions
  • Work with global CAM teams to support our clients needs
  • Participate in client impacting business and regulatory driven projects and initiatives
Qualifications /Skills
  • Previous experience at an asset management firm; background in client service preferred
  • Experience in the asset management industry
  • Experience of negotiating investment management agreements is advantageous
  • Excellent communication skills (both oral and written)
  • Degree level education preferred
  • Client focused and able to gain an in-depth understanding of clients’ servicing needs
  • Highly accurate with good attention to detail
  • Ability to multitask and to pursue/meet deadlines
  • Proactive/self-starter
  • Flexible/ability to adapt to change
  • Influencing skills

Keyword: consumer%20banking


Posted: 2019-07-24 Expires: 2019-08-23

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Asset Management, Client Service, Client Account Manager, Separate Accounts, Associate/VP

JPMorgan Chase & Co.
Columbus, OH 43215

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