Asset Management - Financial Intermediary Services Client Account Manager - Associate

e all Sales and Product initiatives are managed effectively with intermediary partners. The team works closely with many other internal departments including but not limited to: Contract Specialist, Finance, SEP, FMDW, Product Implementation, TAMS, and other teams within Client Services.

Job responsibilities .

• Build and maintain relationships with intermediaries' senior leaders within Operations and act as the voice of the Intermediary within JPMorgan.

• Serve as an escalation point for both team members and internal departments to ensure all team responsibilities meet expectations.

• Act as a subject matter expert for assigned firms including, operations, sales, and contractual obligations, etc.

• Understand and manage system enhancements that impact Intermediary clients, whether initiated internally or by vendors.

• Collaborate with Intermediaries to implement Industry initiatives and system changes.

• Manage the internal client experience by managing and influencing internal stakeholders.

• Lead internal projects and partner closely with other teams to drive strategic initiatives.

Required qualifications, capabilities, and skills

• Bachelor's degree required

• FINRA series 6 or 7 license required

• Minimum of 5 years' experience in the mutual fund industry

• Minimum of 5 years' experience in Asset Management in a client facing role and a background in Client Services

• Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs

• Knowledge of financial markets and the securities traded in those markets, as well as quickly assess market trends and identify educational opportunities for the team

• Strong organization, communication, project management, and time management skills.

Preferred qualifications, capabilities, and skills

• Outstanding energy, focus, and drive to achieve results

• Excellent analytical and problem-solving skills; including critical thinking and change management

• Solutions driven, ability to effectively execute under pressure within a fast-paced environment; extremely adaptable to ever changing business demands and expectations; ability to multi-task and manage complex assignments

• Ability to think outside of job description to accomplish the goals of the client and the firm

ABOUT US

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.