At a Glance
- Tasks: Serve as the key contact for clients, ensuring exceptional service and resolving complex issues.
- Company: Join J.P. Morgan Asset Management, a leader in client service and investment solutions.
- Benefits: Gain valuable experience, develop your skills, and work in a dynamic, supportive environment.
- Why this job: Make a real impact by enhancing client experiences and collaborating with diverse teams.
- Qualifications: Strong communication skills, detail-oriented, and a passion for client service.
- Other info: Opportunity to work on exciting projects and grow your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs.
Overview
Client Service Role Summary
The Client Account Management Team serves as the guardian of the client experience for Asset Management. Client Account Managers (“CAM”s) are responsible for the day to day servicing of J.P. Morgan Asset Management’s institutional, sub-advisory, Intermediary and global liquidity client base. CAMs are responsible for developing an understanding of the unique servicing needs of their clients and championing those within the context of the larger firm. We believe in doing ‘first class business in a first-class way’, therefore you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.
CAM is a key point of contact for daily servicing needs of our clients and proactively 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 Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate.
The successful candidate will demonstrate effective communication, interpersonal and relationship building skills along with an organised approach and controls mindset.
Job Responsibilities
- 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 and the business, often by working cross-functionally across departments such as legal, compliance, risk, operations and product areas, and influence outcomes to meet the client’s needs to achieve a manageable solution.
- Ensure client impacting issues, regulatory change and business change are communicated to the client and escalated/documented for internal stakeholders as appropriate.
- Perform, in compliance with internal procedures and processes, all required client service functions throughout the client lifecycle, including:
- Work with RFP and CA Teams to provide information and/or answers to prospect questions or present at pitches when needed
- Contribute to the onboarding process including helping negotiate of mutually acceptable Investment Management Agreements, and communication with client and other third parties
- Coordination of KYC in partnership with Client Advisors and AML/KYC teams
- Responding to day-to-day queries and delivering our service offering; including coordination of client cash flows, follow up with clients on outstanding invoices and maintenance of client records
- Position the Firm’s digital servicing capabilities to help scale the business
Required qualifications, capabilities, and skills
- Strong interpersonal, communication (written and oral), negotiation and influencing skills
- Enthusiastic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail
- Ability to work independently and with teams globally, multi-task and meet strict deadlines and navigate challenges. Strong organisational, and prioritisation skills are required alongside effective judgement from a risk and escalation perspective
- Flexible/adaptable to change and collaborate with teams to deliver outside of the core role
- Fluency in verbal English and written English
- Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook)
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Asset Management – EMEA Client Service, Client Account Management – Associate employer: J.P. Morgan
Contact Detail:
J.P. Morgan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Management – EMEA Client Service, Client Account Management – Associate
✨Tip Number 1
Network like a pro! Reach out to current or former employees at J.P. Morgan Asset Management on LinkedIn. Ask them about their experiences and any tips they might have for landing a role in Client Account Management. Personal connections can make all the difference!
✨Tip Number 2
Prepare for those interviews by practising common questions related to client service and asset management. Think about how you would handle complex client issues and be ready to share examples from your past experiences. We want to see your problem-solving skills in action!
✨Tip Number 3
Show off your enthusiasm for exceptional client service! During interviews, highlight your passion for creating great client experiences and how you’ve gone above and beyond in previous roles. This is key for a position that values first-class service.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at J.P. Morgan Asset Management. Let’s get you that dream job!
We think you need these skills to ace Asset Management – EMEA Client Service, Client Account Management – Associate
Some tips for your application 🫡
Show Your Passion for Client Service: When writing your application, let us see your enthusiasm for delivering exceptional client experiences. Share examples of how you've gone above and beyond in previous roles to meet client needs, as this aligns perfectly with our commitment to first-class service.
Be Clear and Concise: We appreciate clarity! Make sure your application is well-structured and easy to read. Use bullet points where necessary and keep your sentences straightforward. This will help us quickly grasp your skills and experiences relevant to the role.
Highlight Your Teamwork Skills: Since collaboration is key in our Client Account Management team, emphasise your ability to work effectively with others. Share specific instances where you’ve successfully partnered with colleagues or clients to achieve a common goal.
Tailor Your Application: Take the time to customise your application for this specific role. Reference the job description and align your skills and experiences with the responsibilities outlined. This shows us that you’re genuinely interested in the position and understand what we’re looking for.
How to prepare for a job interview at J.P. Morgan
✨Know Your Client Service Fundamentals
Before the interview, brush up on the key principles of client service, especially in asset management. Understand how J.P. Morgan approaches client relationships and be ready to discuss how you can contribute to their commitment to exceptional service.
✨Showcase Your Communication Skills
Since effective communication is crucial for this role, prepare examples that highlight your interpersonal skills. Think of situations where you successfully resolved client issues or collaborated with cross-functional teams, and be ready to share these stories.
✨Demonstrate Organisational Skills
This position requires a strong ability to manage multiple tasks and deadlines. Come prepared with examples of how you've effectively prioritised tasks in previous roles, and consider discussing any tools or methods you use to stay organised.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Prepare by thinking through potential client issues you might face in this role and how you would approach resolving them while keeping the client's needs at the forefront.