Asset Management – Asia Client Service, Client Account Management – Associate (Sydney)

J.P. Morgan AU

Location: Sydney

Job Type: Full time


Short Business Description:

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs.

Client Service Role Summary

Our team puts clients first, so if you like to deliver exceptional client service, this may be the team for you. This team serves as the guardian of the client experience for Asset Management. You contribute to the entire lifecycle of the client, from onboarding to day-to-day servicing. These activities include RFP, onboarding, client reporting, and direct relationship managing and servicing of Institutional clients with segregated mandates or investments in Funds across all asset classes including Alternatives and Global Liquidity clients. Most importantly, we believe in doing ‘first class business in a first-class way’. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.

We are looking for a Client Account Manager (CAM) with experience working in the servicing and/or financial sector to join our team responsible for delivering exceptional client service to Institutional clients of J.P. Morgan Asset Management in Australia and New Zealand as well as Singapore and Southeast Asia, with the potential to expand their responsibility to service the broader region. As the point of contact for daily servicing needs of our clients, CAMs develop an understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. In addition, they also partner with Client Advisors (Sales) and Investment/Product Specialists to form a dedicated integrated service team for each assigned client with a segregated mandate.

The successful candidate will demonstrate effective communication, interpersonal and relationship building skills along with an organised approach and controls mindset reporting to the Head of Client Service for Hong Kong, Singapore, Southeast Asia, Australia & New Zealand.

Job Responsibilities

  • Act as day-to-day client service contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients. This includes responding to clients’ auditors, consultants, and other third-party requests while balancing meeting client needs with a risk and controls mindset to protect the firm.
  • Ensure client impacting issues, regulatory change and business change is communicated to the client and escalated / documented for internal stakeholders as appropriate
  • Perform, in compliance with internal procedures and processes, all required client service functions throughout client lifecycle, including:
    • Work with RFP and CA Teams to provide information and/or answers to prospect questions / present at pitches when needed
    • Project manage the onboarding process including negotiation of mutually acceptable Investment Management Agreements, account set-up, communication with client and other third parties
    • Co-ordination of KYC (onboarding and refresh) in partnership with Client Advisors and AML/KYC teams
    • Responding to day-to day queries and delivering our service offering; including coordination of client cash flows, follow up with clients on outstanding invoices and maintenance of client records
  • Attendance at client meetings and events as appropriate (including due diligence meetings) and leading client service reviews
  • Partner with global Client Service teams to support our clients’ needs, especially where portfolios are managed across regions
  • Actively participate and contribute to client impacting business, technology and regulatory driven projects and initiatives as well as client service and regional team meetings

Required Qualifications, Capabilities, and Skills

  • Strong interpersonal, communication (written and oral), negotiation and influencing skills
  • Enthusiastic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail
  • Ability to work independently and with teams, multi-task and meet strict deadlines. Strong organisational, and prioritisation skills are required alongside effective judgement from a risk and escalation perspective
  • Flexible/ability to adapt to change
  • University graduate with minimum 5 years previous experience at an asset management or financial services firm and background in client service strongly preferred
  • Fluency in verbal English and written English. Additional Asian languages beneficial
  • Proficient in MS Office Suite (Word, Excel, PowerPoint, and Outlook)
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