Asset Management, Financial Intermediary Services - Client Account Manager - Associate
Posted on: 9 Apr 2021
Columbus, OH
Job Description
The Financial Intermediary client account manager will work as part of a team to service the operational needs of internal and external clients of the J.P. Morgan Funds business. This includes working with internal sales and service teams to ensure all initiatives are executed smoothly. The individual will proactively reach out to intermediaries to build and maintain relationships. The individual will understand all aspects of assigned firms including, their business model, back office operations structure, sales practices, and contractual obligations.
* Relationship Management Build relationships with key operational contacts at assigned Intermediaries. Individual will be assigned certain intermediaries and will be responsible for understanding the relationship between the intermediaries and J.P. Morgan.
* Sales Support: Work independently or in coordination with internal sales team to address client inquiries and respond to information requests.
* Reporting: Ability to create ad hoc reports for various internal requests that will be shared with management regarding activity progress and productivity. Understand internal reporting systems and how intermediary reporting flows into the data repositories.
* Client Support: Anticipate the needs of clients and work to consistently meet or exceed those needs, including preparing necessary forms and documents for Intermediaries or other partners to support client requests.
* Subject matter expert: Become the operational and prospectus expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments.
Qualifications / Preferred skills
* Bachelors degree required preference given to business-focused disciplines
* Prior experience in asset management or financial operations required
* FINRA Series 6 or 7 required
* Motivated self-starter who can effectively contribute to a team environment
* Able to influence change and increase collaboration throughout the organization
* Demonstrate solution-oriented behaviors and lead initiatives to enhance process
* Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities
* Strong time management and organization skills; able to maintain a high quality of work in a deadline driven environment
* Excellent communication and presentation skills i.e. able to deliver messages clearly and succinctly and tailor approach depending on target audience (internal and external stakeholders)
* Strong Spreadsheet, database, and reporting skills.
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
-
IndustryBanking/Financial Services
-
No. of Employees255,998
-
Website
-
Jobs Posted9051
