Asset Management – Customized Managed Account Solutions – Client Account Specialist (Associate)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Asset Management:

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. 

As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs).  You will interact with a range of Intermediary platforms where our products are available to monitor for new account submissions and ensure accurate recording of applicable new account attributes in our required systems. Additionally, you will partner and communicate with internal stakeholders to ensure timely account implementation.  

Responsibilities include, but are not limited to:

• Daily monitoring of new account submissions into our Tax Smart SMAs from Intermediaries which may be received via different communication methods (ie. email or extracting from client portals)
• Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing
• Communicate effectively with key stakeholders within client service and operations to ensure a smooth hand-off of new account requests for implementations or to escalate identified issues with requests for resolution
• Support updating and maintenance of account attributes based on requested changes communicated by Financial Advisors (such as a change in tax budget to facilitate a tax transition)
• Leverage our digital platform to product tax transition reports upon Financial Advisor request
• Provide additional support to the broader SMA client service team including but not limited to internal MIS reporting, regulatory mailings or aged debt monitoring
• Create and manage internal presentations to provide business/project updates
• Prioritize work, meet tight deadlines, and possess strong attention to detail
• Interact and communicate confidently and effectively with internal stakeholders
• Have a strong controls mindset adhering to internal procedures to achieve process consistency
• Work successfully and efficiently in a team-based environment
• Utilize judgment and discretion when working with highly confidential information
• Adapt to and drive change to improve the client experience and operational efficiency

The Client Account Specialist must be able to:

Qualifications

• 1-3 years’ experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas
• Experience in retail SMA client service or operations a plus 
• Expertise with Excel (e.g., using pivot tables, formulas, etc.)
• Expertise in PowerPoint: creating slides / charts and editing presentations 
• Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
• Demonstrate ability to multi-task and re-prioritize daily tasks

Salary : $3