JPMorgan Chase Asset Management - Global Liquidity Client Account Manager - Analyst in Columbus, Ohio
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. The Client Service team is responsible for maintaining the Client Service vision, strategy and day to day management of over 1800 Asset Management clients across the Institutional, Sub Advisory, and Alternatives client businesses. Responsible for developing, maintaining, and managing client relationships while maximizing opportunities and further penetrating target markets to achieve business goals. The Client Service team works heavily on process improvements and driving change through collaboration across all businesses from Sales, Investments, Technology, Legal, and Operations. A Client Service role is perfect for anyone looking to drive change and demonstrate measurable results to drive efficiency and an improved client experience.
The Client Account Manager is responsible for delivering exceptional client service to Global Liquidity clients of J.P. Morgan Asset Management. As a Global Liquidity Client Account Analyst, you will be responsible for delivering high quality service and support to Global Liquidity financial intermediaries and corporate investors. Analyst tasks include cash flow reporting, trade processing, settlement and reconciliation, client request processing, problem resolution, information requests, and any other duties in support of ongoing maintenance of client accounts. In fulfilling these client facing responsibilities, Analysts will be expected to operate independently and exercise sound judgement in troubleshooting issues and escalating problems to Client Account Managers as needed. By being a part of one of the largest and most respected Asset Managers, high performing individuals will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.
Handle cash flow reporting, trade processing, settlements and reconciliations,
Assist with client request processing, problem resolution, information requests, and any other duties to support maintenance of client accounts
Operate independently and exercise sound judgement in troubleshooting issues and escalating problems to Client Account Managers as needed
By being a part of one of the largest and most respected Asset Managers, high performing individuals will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry
Required Qualifications and Skills
Bachelor's Degree or equivalent
Active FINRA 6 or 7 & 63 licenses OR Two years Mutual Fund Client Servicing experience required
Strong written and oral communication skills
Relationship building skills
Problem solving skills
Attention to detail
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans