Analyst - Client Account Management
JP Morgan
You are a strategic thinker passionate about driving solutions in Global Client Account Management(CAM) Support. You have found the right team.
As a Global Client Account Management Support Professional within our Global CAM Support Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
Provide comprehensive support to Client Account Managers (CAMs) across regions, ensuring world-class client experience.Manage client expectations by coordinating with Portfolio Managers, Traders, Investment Specialists, and other internal teams as required.Process and coordinate account maintenance requests, including cash flows, account openings, reporting setups, fee invoice setups, guideline setups, and exclusion list management.Support the maintenance and enhancement of client experience through proactive service delivery.Ensure all tasks are executed in accordance with regional procedures, maintaining clear audit trails and quality control through maker-checker processes.Communicate effectively and efficiently with multiple teams to facilitate seamless operations.Maintain accurate client records and static data for ongoing account management.Extract documents and system data to support internal control testing and compliance requests.Document and review operational procedures to ensure consistency and quality.Provide periodic status updates, control reports, and KPI metrics for conducted work.Escalate unclear requests, issues, and errors in a timely manner to ensure prompt resolution.
Required qualifications, capabilities and skills
Graduate or Post-graduate with at least 3 years of relevant experience.Prior experience in Asset Management or Asset Servicing, in client-facing roles within custody or investment banking.Understanding of asset management business, asset classes, and investment products.Financial market awareness and grasp of basic financial concepts.Proficiency in Microsoft Excel, PowerPoint, Word, and OutlookExcellent communication skills, both verbal and written, with strong client-facing abilities.Outstanding accuracy and attention to detail.Awareness of business risk and compliance procedures.Ability to manage competing priorities and meet tight deadlines.Strong numerical and quantitative skills.Responsive and flexible approach to client requests and operational demands.
Preferred qualifications, capabilities and skills
Asset class knowledge and advanced client service expertise.
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