Associate Client Account Management
Aumni
You are a strategic thinker passionate about driving solutions in Institutional Client Account Management and Client Experience. You have found the right team.
As a Client Account Manager, Institutional within our Asset Management Client Service Organization, you will be responsible for delivering an exceptional client experience across the full client lifecycle—onboarding, day-to-day servicing, and offboarding—while partnering closely with Sales, Investment Specialists, Operations, and global service teams.
Job Responsibilities
- Lead end-to-end client servicing across onboarding, day-to-day support, and offboarding for institutional and private banking clients across investment strategies
- Partner with Sales and Investment Specialists to deliver seamless service through dedicated coverage teams and consistent communication.
- Coordinate with Client Account Management teams across North America, EMEA, and Asia to ensure globally aligned servicing and issue resolution.
- Respond to inquiries from Bankers, Client Advisors, HNW investors, and internal stakeholders regarding investment offerings, account status, and servicing requests.
- Investigate escalated client issues, drive follow-ups with product partners and operations teams, and deliver timely, professional resolution.
- Serve as a primary point of contact for clients, providing proactive updates and clear ownership of open items through closure.
- Monitor client accounts to support adherence to investment guidelines, firm policies, and required refresh activities including KYC and tax documentation.
- Implement a structured tracking mechanism to log, monitor, and close client queries within defined service timelines.
- Develop and maintain Standard Operating Procedures and servicing/onboarding playbooks across products and strategies.
- Drive process improvements by validating operating model enhancements, contributing to CX/efficiency initiatives, and identifying automation opportunities.
- Facilitate training through knowledge-sharing sessions and an internal resource library to strengthen product knowledge and elevate service consistency.
Required qualifications, capabilities and skills
- Minimum 8+ years of experience in Asset/Wealth Management with a focus on Investor Relations or Client Services across multiple product types (e.g., registered funds, private funds).
- Demonstrated ability to execute under pressure in a fast-paced environment with strong adaptability and multitasking capability.
- Strong business acumen and ability to communicate financial concepts clearly and confidently to internal and external stakeholders.
- Proven relationship management skills with the ability to build strong partnerships and understand client servicing needs.
- Ability to work independently while managing multiple priorities and cross-functional projects to completion. J
- High attention to detail, strong follow-through, flexibility, and excellent written and spoken English.
- Strong critical thinking skills, including the ability to analyze, synthesize, and interpret data to support decision-making.
Preferred qualifications, capabilities and skills
- Experience working with fund administrators and/or transfer agents.
- Experience automating workflows using tools such as Alteryx and/or programming languages such as Python.
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.
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.
Lead institutional client servicing lifecycle, resolve escalations, optimize workflows, and elevate client experience across global stakeholders.