Analyst Client Account management

You are a strategic thinker passionate about driving solutions in Global Client Account Management (CAM)Support. You have found the right team.

As a Global Client Account Management Support 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

• Support Primary Client Account Managers (CAMs) in delivering a world-class client experience and managing client expectations.
• Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, Guideline Management, and other teams as required.
• Process and coordinate account maintenance requests, including cash flows, account opening, reporting setup, fee invoice setup, guideline setup, and exclusion list maintenance.
• Maintain and enhance all aspects of client experience, ensuring tasks are executed in line with regional procedures and quality controls.
• Serve as a key contact for administrative, operational, and general servicing issues for CAMs globally.
• Maintain accurate client records and static data.
• Extract documents or system data to support internal control testing requests.
• Document and review procedures to ensure compliance and efficiency.
• Provide periodic status, control, and KPI reports for conducted work.
• Escalate unclear requests, issues, and errors in a timely manner.

Required qualifications, capabilities and skills

• Bachelor’s degree with at least 3 years of relevant experience.
• Prior experience in Asset Management or Asset Servicing in client services roles within custody or investment banking.
• Understanding of asset management business, asset classes, and investment products.
• Strong financial market awareness and grasp of basic financial concepts.
• Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook (intermediate to advanced).
• Excellent communication skills (verbal and written), especially in client-facing situations.
• Outstanding accuracy and attention to detail.
• Awareness of business risk and compliance procedures.
• Ability to manage competing priorities and meet tight deadlines.
• Strong numerical and quantitative skills.

Preferred qualifications, capabilities and skills

• Experience in client-facing roles within asset management or investment banking.
• Advanced stakeholder management skills, with the ability to partner with stakeholders at all levels.
• Exceptional prioritization, time management, and multi-tasking abilities.
• Strong work ethic, positive attitude, and proactive approach.
• Ability to work collaboratively with local and global teams, as well as independently.

• Sensitivity to different cultures and working styles.

  
  

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.