The role involves providing support to Client Account Managers, managing client expectations, and ensuring high-quality client experiences while coordinating with various teams and maintaining detailed records.
Job Description
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
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
About Us
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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 Outlook
- Excellent 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.
About Us
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
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