Job Description
You are a strategic thinker passionate about driving solutions in client account management. You have found the right team.
As a Client Account Management(CAM) 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 support to CAMs across regions, delivering a world-class client experience and managing expectations.
- Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, and Guideline Management teams as needed.
- Process and coordinate account maintenance requests, including cash flows, account openings, reporting setup, fee invoice setup, guideline setup, and maintaining exclusion lists.
- Support all aspects of maintenance and improvement of client experience.
- Ensure all tasks are executed in line with regional procedures, maintaining a clear audit trail and quality control.
- Communicate clearly and efficiently with multiple teams simultaneously.
- Maintain client records and static data.
- Extract documents or system data to support internal control testing requests.
- Document and review procedures.
- Provide periodic status, control, and KPI reports for conducted work.
- Timely escalation of unclear requests, issues, and errors.
Required Qualifications, Capabilities, and Skills:
- Graduate/Post-graduate with at least 3 years of experience.
- Prior experience in Asset Management/Asset Servicing within Client Services teams in custody/investment banking (client-facing roles).
- Understanding of the asset management business, various asset classes, and investment products.
- Financial market awareness and understanding of basic financial concepts.
- Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook (intermediate to advanced).
- Excellent verbal and written communication skills and relationship-building abilities.
- Strong numerical/quantitative skills.
Preferred Qualifications, Capabilities, and Skills:
- Asset class knowledge and client service expertise.
- Outstanding accuracy and attention to detail.
- Awareness of business risk and compliance procedures.
- Ability to manage competing priorities and work under pressure to meet tight deadlines.
- Stakeholder management skills and the ability to work collaboratively with local and global teams.
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.
