Asset Management – Client Account Manager – Vice President

JPMorganChase

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profile Job Location:

Toronto - Canada

profile Monthly Salary: Not Disclosed
Posted on: 6 hours ago
Vacancies: 1 Vacancy

Job Summary

Description

Join JP Morgan Asset Management where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!

As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a point of contact for daily servicing needs of our clientsand develop an understanding of the unique requirements of clients across all asset classes. As a Client Account Manager you will also partner with Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.

Job Responsibilities

  • Act as day-to-day client service contact for assigned group of clients supporting a client advisor and 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
  • 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
  • Attend 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 verifying eligibility of clients for participation in fund vehicles following up with clients on all outstanding invoices and respond to clients auditors consultants and other third party requests

Required qualifications capabilities and skills

  • Previous experience at an asset management firm; background in client service with institutional client base required including knowledge of investments including multi asset solutions alternatives fixed income equity real estate and private equity product offerings
  • Bachelors degree required
  • Ability to develop strong client and able to gain an in-depth understanding of client servicing needs
  • Excellent written and communication skills
  • Strong risk and control mindset with exceptional ability to asses situations and make informed decisions
  • Exceptional organizational skills; ability to multi-task and to manage complex assignments and meet deadlines

Preferred qualifications capabilities and skills

  • Advanced degrees other financial qualifications and licenses are a plus (Chartered Financial Analyst)



Required Experience:

Exec

DescriptionJoin JP Morgan Asset Management where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client s...
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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 ov ... View more

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