Asset Management – Client Account Management – Associate Job Vacancy in JPMorgan Chase Bank, N.A. Mumbai, Maharashtra – Updated today
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Company Name : JPMorgan Chase Bank, N.A.
Location : Mumbai, Maharashtra
Position :
Job Description : Global Client Account Management Support
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 Asse t& Wealth Management, Corpor ate 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:
J.P. Morgan Asset Management (“JPMAM”) is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.
JPMAM 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.
Ou r Team:
Client Account Managers (“CAM”s) are responsible for the day to day servicing of J.P. Morgan Asset Management’s institutional, sub-advisory and global liquidity client base. In addition to establishing and maintaining a high level of service for clients across all asset classes, CAMs are responsible for developing an understanding of the unique servicing needs of their clients and championing those concerns within the context of the larger firm.
The Global CAM Support Team provided support across the regions and acts as a key contact for administrative, operational and general servicing issues for CAM globally.
Primary Responsibilities
Provide support to Primary CAM’s which includes providing world class experience to the clients, managing their expectations, Co-ordinating with PMs, Traders, Investment Specialists, Cash management, Guideline Management team etc. as and when required
Process and coordinate account maintenance requests including cash flows, account opening, reporting setup, fee invoice setup, guideline setup, maintaining exclusion list etc.
Support all aspects of maintenance and improvement of client experience
Ensure all tasks are executed in line with regional procedures with clear audit trail and quality control/maker-checker
Stakeholder Management is the necessity of the profile
Communicate in a clear, concise and efficient manner with multiple teams at any given point of time
Maintain client records and static data
Extract documents or system data to support internal control testing requests
Document and review procedures
Provide periodical status, control and KPI reports for conducted work
Timely escalation of unclear requests, issues and errors
Qualifications and skills
Education
Graduate / Post-graduate with 8-10 years of experience
Industry / Product / Process
Prior experience in Asset Management/Asset servicing in Client Services teams in custody/investment banking preferred (client facing roles)
Understanding of the asset management business, various asset classes and investment products is desirable
Financial market awareness and understanding of basic financial concepts
Asset class knowledge, Client service knowledge (basic atleast), excel skills
Excellent communication (client facing)
Risk, Controls, Governance
Outstanding accuracy and attention to detail
Awareness of business risk and compliance procedures
Ability to simultaneously manage competing priorities, including immediate, short-term
Confidence 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
Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines
Technical / Functional Skillset
Microsoft Excel, PowerPoint, Word and Outlook skills (intermediate to advanced)
Excellent communication skills (both verbal and written) and relationship building skills
Experience on working on automation initiatives involving X-Ceptor/Alteryx
Outstanding numerical/quantitative skills
Soft Skills
Stakeholder management skills – Ability to work 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 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
Self-starter and motivated, able to prioritize key tasks effectively
Proactive, Positive attitude and approach, hardworking, Team Player
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
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