You are a strategic thinker passionate about driving solutions in Client Account Management. You have found the right team
As a Client Account Management Associate within our dynamic team, you will spend each day defining, refining and delivering set goals for our firm
You will act as a key contact for the client and stakeholders for all service-related matters. Your role will require supporting all three regional CAM teams (EMEA, Asia, and US) in local time zone. You will also be responsible for ensuring complex client issues are resolved with minimum impact to the client/the business.
Job Responsibilities
- Provide 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 (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.)
- 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
- Support all aspects of maintenance and improvement of client experience
- Ensure all tasks are executed in line with global procedures with clear audit trail and quality control/maker-checker
- Maintain client records and static data
- Extract documents or system data to support internal control testing requests
- Drive change/efficiencies through targeted interventions leveraging the strategic as well as tactical platforms
Required qualifications, capabilities and skills
- Prior experience in Asset Management/Asset servicing inClient Services teams in Custody/Investment banking (client facing roles) and how they operate
- Understanding of the asset management business, various asset classes and investment products
- Financial market awareness and understanding of basic financial concepts
- Asset class knowledge, Client service knowledge
- Excellent communication skills (client facing)
- Stakeholder management skills- Ability to work directly with stakeholders at all levels, both to ensure their Client service needs are met, and to partner with them to agree priorities and deadlines
- Outstanding prioritization skills, time management, Influencing Skills and multi-tasking abilities
- Strong work ethic and positive attitude
- Ability to work collaboratively with local and global teams, as well as on own initiative sensitivity to different cultures and working styles
- Flexible, adaptive and able to work in a fast paced environment, applying judgement when needed
Preferred qualifications, capabilities and skills
- Alteryx/Tableau/Python (intermediate to advanced)
