Asset Management, Client Account Manager - Vice President

New York, USA
May 25, 2019
May 30, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.

Our Team
The Client Account Manager ("CAM") is responsible for delivering exceptional client service to strategically important Institutional clients of J.P. Morgan Asset Management. The CAM acts as the senior voice of the client by navigating the firm on their behalf. They develop a deep understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. They partner with colleagues in Sales and Client Portfolio Management to form an integrated client service team.

Client Relationships and Communication
  • Core member of Integrated Team Model (ITM) - Client Advisor (CA) /Relationship Manager (RM), Client Portfolio Manager (CPM) and Client Account Manager (CAM)
  • Fully understand client relationship with JPM including global relationships, the client's investment with JPM and client's relationships with other asset managers and consultants
  • Anticipate client needs - create proactive plans to meet those needs
  • Participate and attend client meetings
  • Internal Stakeholder throughout the client prospecting process including review of RFP/RFIs and participation in pitches
  • Coordination and project management of all client life-cycle events including onboarding, fees, guidelines, benchmarks, reporting and any other client requests
  • Coordination of the Investment Management Agreement Negotiation process (working with an alternate Client Account Manager) and finalization of the agreement with the client
  • Conduct Service and Onboarding Reviews with clients
  • Proactive tailored client communication to client including regulatory, business and industry change
  • Ability to think outside of job description in order to accomplish the goals of the client and the firm
  • Be fully accountable for internal client experience by managing and influencing internal stakeholders
  • Work with business stakeholders to define and drive client strategy and execution
  • Escalate and own critical issues (issues, errors and complaints) with a focus on resolution for all clients
  • Senior lead for designated distribution channel - leading a virtual team for the channel and controlling all communication, MI and issue management for all clients within that channel
  • Previous experience at an asset management firm; background inclient service and/or institutional client base preferred
  • Ability to develop strong client and internal relationships and anin-depth understanding of client servicing needs
  • Knowledge of investments including multi asset solutions,alternatives, fixed income, equity, real estate and private equity productofferings
  • Excellent written and verbal communication skills
  • Strong risk and control mindset; detail oriented
  • Solution driven
  • Exceptional organizational skills; ability to multi-task and tomanage complex assignments
  • Ability to understand business drivers in order to influencemultiple stakeholders to deliver client solutions
  • Ability to adapt in a constantly changing environment
  • Strong judgment and decision-making skills
  • Confident dealing with senior members of the organization and theclient
  • Undergraduate degree required; advanced degrees, other financialqualifications and licenses a plus (e.g. CFA, Series 7)

Similar jobs

Similar jobs