What are the responsibilities and job description for the Asset Management - Global Liquidity Client Account Analyst position at JPMorganChase?
Job Description
As a Global Liquidity Client Account Analyst, you will deliver high-quality client service and operational support to Global Liquidity financial intermediaries and corporate investors. Responsibilities include transaction processing, settlement and reconciliation, client request fulfillment, issue investigation and resolution, and responding to information requests, as well as other duties supporting the ongoing operations of client accounts.
In this client-facing role, you will be expected to work with a high degree of independence, apply sound judgment when troubleshooting issues, and escalate risks, exceptions, and time-sensitive items to Client Account Managers, management, and/or appropriate internal business partners as needed.
Success in this role requires a client-first mindset, strong attention to detail, and the ability to deliver accurate results in a fast-paced environment while building trusted relationships with clients, financial advisors, and internal stakeholders.
About Asset Management
Asset Management is a leading investment manager for institutions, financial intermediaries, and individual investors worldwide. With a heritage of more than two centuries and investment professionals operating in major markets globally, we offer a broad range of core and alternative strategies and deep investment insight.
Job Responsibilities
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
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.
As a Global Liquidity Client Account Analyst, you will deliver high-quality client service and operational support to Global Liquidity financial intermediaries and corporate investors. Responsibilities include transaction processing, settlement and reconciliation, client request fulfillment, issue investigation and resolution, and responding to information requests, as well as other duties supporting the ongoing operations of client accounts.
In this client-facing role, you will be expected to work with a high degree of independence, apply sound judgment when troubleshooting issues, and escalate risks, exceptions, and time-sensitive items to Client Account Managers, management, and/or appropriate internal business partners as needed.
Success in this role requires a client-first mindset, strong attention to detail, and the ability to deliver accurate results in a fast-paced environment while building trusted relationships with clients, financial advisors, and internal stakeholders.
About Asset Management
Asset Management is a leading investment manager for institutions, financial intermediaries, and individual investors worldwide. With a heritage of more than two centuries and investment professionals operating in major markets globally, we offer a broad range of core and alternative strategies and deep investment insight.
Job Responsibilities
- Execute account transactions accurately and in a timely manner, as requested by clients (e.g., via phone and other approved channels).
- Investigate and resolve settlement and reconciliation breaks, partnering with internal teams to ensure timely completion.
- Identify, research, and remediate account outages and settlement discrepancies, communicating status and outcomes clearly to stakeholders.
- Support user access and troubleshooting for the online Trading and Account Management platform, including core functionality guidance.
- Process client requests and information inquiries end-to-end, ensuring accuracy, documentation, and adherence to procedures and service standards.
- Exercise sound judgment and ownership of issues, escalating appropriately to Client Account Managers and other partners to mitigate client impact and operational risk.
- Bachelor's degree.
- FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required; unlicensed candidates will be considered but must obtain required licenses within 90 days of start date.
- Strong written and verbal communication skills, including the ability to explain issues and resolutions clearly.
- Demonstrated relationship-building and client service skills.
- Strong problem-solving skills and attention to detail.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
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.