Analyst - Client Account Management - Asset Management
J.P. Morgan
Bengaluru, Karnataka, India
2d ago

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 4-6 years of experience

Industry / Product / Process

Background in Asset Management and client service preferred

Understanding of the asset management business, various asset classes and investment products is desirable

Financial market awareness and understanding of basic financial concepts

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 Word, PowerPoint, Excel and Outlook skills (intermediate / advanced

Excellent communication skills, both verbal and written

Outstanding numeracy / quantitative skills

Soft Skills

Stakeholder management skills are mandatory

Outstanding organization, prioritization and multi-tasking skills

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

Need to be creative, flexible and able to apply judgement when needed

Self-starter and motivated, able to prioritize key tasks effectively

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