Our team puts clients first, so if you like to deliver exceptional client service, this may be the team for you. This team serves as the guardian of the client experience for Asset Management. You will contribute to the entire lifecycle of the client, from onboarding to day-to-day servicing, including activities such as RFP, onboarding, client reporting, and direct relationship management and servicing of institutional and some wholesale clients with segregated mandates or investments in Funds across all asset classes, including Alternatives and Global Liquidity clients. Most importantly, 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 ethically and compliantly.
As an Associate / Vice President Client Account Manager (CAM) in the Client Service Team, you will be responsible for delivering exceptional client service to Institutional and Wholesale clients of J.P. Morgan Asset Management in Australia and New Zealand, with the potential to expand your responsibilities to service the broader region. As the point of contact for daily servicing needs, CAMs develop an understanding of the unique requirements of clients across all asset classes and advocate for those needs within the larger firm. Additionally, you will partner with Client Advisors (Sales) and Investment/Product Specialists to form dedicated, integrated service teams for each assigned client with a segregated mandate. You will demonstrate effective communication, interpersonal, and relationship-building skills, along with an organized approach and controls mindset, reporting to the Co-Head of APAC Institutional Client Service.
Job Responsibilities
1. Act as the day-to-day client service contact for assigned clients for non-investment activities, proactively managing and developing relationships. This includes responding to auditors, consultants, and third-party requests while balancing client needs with risk and controls considerations.
2. Ensure client-impacting issues, regulatory changes, and business changes are communicated to clients and escalated/documented internally as appropriate.
3. Perform all required client service functions throughout the client lifecycle in compliance with internal procedures, including:
o Collaborating with RFP and CA Teams to provide information or answers to prospect questions and participating in pitches when needed.
o Contributing to the onboarding process, including negotiating Investment Management Agreements, setting up accounts, and communicating with clients and third parties.
o Coordinating KYC tasks with Client Advisors and AML/KYC teams.
o Responding to daily queries, managing client cash flows, following up on invoices, and maintaining client records.
4. Attend client meetings and events, including pitches and due diligence meetings, and lead client service reviews.
5. Partner with global Client Service teams to support clients’ needs, especially for portfolios managed across regions (primarily UK and HK).
6. Participate actively in client-related projects, initiatives, and regional team meetings.
Required qualifications, capabilities, and skills
* Strong interpersonal, communication (written and oral), negotiation, and influencing skills.
* Enthusiastic about delivering exceptional client service; proactive, adaptable, fast learner, responsive, well-organized, detail-oriented, and committed to accuracy.
* Ability to work independently and collaboratively with global teams, multi-task, meet deadlines, and handle challenges with sound judgment and risk awareness.
* Flexible and collaborative, willing to go beyond the core role when needed.
* University degree with at least 5 years of experience in asset management or financial services, with a background in client service.
* Fluent in spoken and written English.
* Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook).
Preferred qualifications, capabilities, and skills
* Additional Asian language skills are a plus.
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