Manage the client servicing lifecycle for institutional clients in asset management, ensuring compliance and enhancing client experience through automation and process improvements.
Job Description
You are a strategic thinker passionate about driving solutions in Asset Management Client Services. You have found the right team.
As an Asset Management Client Services Professional within our Client Account Management team, you will spend each day defining, refining, and delivering set goals for our firm.
Job Responsibilities• Oversee and manage the entire client servicing lifecycle, including onboarding, day-to-day support, and offboarding for institutional clients investing in alternative strategies.• Serve as the primary point of contact for clients, addressing inquiries and providing timely updates on account status.• Monitor client accounts to ensure compliance with investment guidelines and company policies, including KYC and tax refreshes.• Collaborate with internal teams such as Client Reporting, Operations, Investor Relations, and Fund Administrators to efficiently resolve client inquiries.• Implement a comprehensive tracking system to ensure all client queries are systematically logged, monitored, and addressed in a timely manner.• Develop and maintain Standard Operating Procedures (SOPs) and manuals for client servicing and onboarding across various alternative strategies.• Develop and enforce clear protocols for escalating complex or unresolved queries to higher levels of expertise or management.• Participate in projects and initiatives aimed at enhancing client experience and operational efficiency.• Proactively identify opportunities to enhance the client experience by improving response times through automation and process refinement.• Organize regular knowledge-sharing sessions and workshops to keep the team updated on the latest trends, products, and strategies in alternative investments.• Create and maintain an internal resource library with best practices to ensure superior Client Service delivery.
Required qualifications, capabilities and skills• Graduate /post graduate with at least 6 years of experience in Asset Management/Asset Servicing in Client Services teams in custody/investment banking (client-facing roles).• Strong business acumen and ability to communicate financial concepts confidently and intelligently.• Ability to develop strong client and internal relationships and a deep understanding of client servicing needs.• Ability to work independently and manage multiple projects across business areas to achieve results.• Strong critical thinking skills, including the ability to analyze, synthesize, and interpret data.
Preferred qualifications, capabilities and skills• Proficiency and experience in automating processes using tools such as Alteryx.• Experience with programming languages like Python.• Experience in client servicing for alternative asset management.• Experience in developing SOPs and process documentation.• Experience in organizing training and knowledge-sharing sessions
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 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.
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.
You are a strategic thinker passionate about driving solutions in Asset Management Client Services. You have found the right team.
As an Asset Management Client Services Professional within our Client Account Management team, you will spend each day defining, refining, and delivering set goals for our firm.
Job Responsibilities• Oversee and manage the entire client servicing lifecycle, including onboarding, day-to-day support, and offboarding for institutional clients investing in alternative strategies.• Serve as the primary point of contact for clients, addressing inquiries and providing timely updates on account status.• Monitor client accounts to ensure compliance with investment guidelines and company policies, including KYC and tax refreshes.• Collaborate with internal teams such as Client Reporting, Operations, Investor Relations, and Fund Administrators to efficiently resolve client inquiries.• Implement a comprehensive tracking system to ensure all client queries are systematically logged, monitored, and addressed in a timely manner.• Develop and maintain Standard Operating Procedures (SOPs) and manuals for client servicing and onboarding across various alternative strategies.• Develop and enforce clear protocols for escalating complex or unresolved queries to higher levels of expertise or management.• Participate in projects and initiatives aimed at enhancing client experience and operational efficiency.• Proactively identify opportunities to enhance the client experience by improving response times through automation and process refinement.• Organize regular knowledge-sharing sessions and workshops to keep the team updated on the latest trends, products, and strategies in alternative investments.• Create and maintain an internal resource library with best practices to ensure superior Client Service delivery.
Required qualifications, capabilities and skills• Graduate /post graduate with at least 6 years of experience in Asset Management/Asset Servicing in Client Services teams in custody/investment banking (client-facing roles).• Strong business acumen and ability to communicate financial concepts confidently and intelligently.• Ability to develop strong client and internal relationships and a deep understanding of client servicing needs.• Ability to work independently and manage multiple projects across business areas to achieve results.• Strong critical thinking skills, including the ability to analyze, synthesize, and interpret data.
Preferred qualifications, capabilities and skills• Proficiency and experience in automating processes using tools such as Alteryx.• Experience with programming languages like Python.• Experience in client servicing for alternative asset management.• Experience in developing SOPs and process documentation.• Experience in organizing training and knowledge-sharing sessions
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 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.
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.
Top Skills
Alteryx
Python
JPMorganChase Bengaluru, Karnataka, IND Office
Devarabeesanahalli, Bellandur, Outer Ring Road, Bengaluru, Karnataka, India, 560103
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