Asset Management, Client Services Executive, Associate

Asset Management, Client Services Executive, Associate

JP Morgan Chase & Co.
5-8 years
Not Specified

Job Description

Job Description :
Team Background
We are looking for a Client Service Executive with experience working in the servicing and/or financial sector to join our team responsible for delivering exceptional client service to intermediary clients of J.P. Morgan Asset Management in Singapore and South East Asia, with the potential to expanding their responsibility to servicing the broader region/client segment.
As the point of contact for daily servicing needs of our clients, Client Service Executives 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 service team for clients.
Key Responsibilities
  • Act as day-to-day client service contact for our intermediary clients including banks, insurance companies, IFAs etc, proactively develop and maintain good relationship with clients
  • Manage client on-/off-boarding and account related changes according to the internal and regulatory requirements
  • Liaise between clients and the internal teams to resolve any queries on client instructions and dealing related activities
  • Ensure client impacting regulatory change and business change is communicated to the clients and internal stakeholders timely
  • Takes initiative in identifying and driving opportunities to streamline/enhance team efficiency
  • Communicate significant client issues internally and document/escalate as appropriate
  • Work hand-in-hand with project team on client impacting business and regulatory driven projects and initiatives

  • University graduate with minimum 5 years of experience at asset management or financial services firm and background in client services strongly preferred
  • Strong interpersonal, communication (written and oral), negotiation and influencing skills
  • Passionate in delivering exceptional client services
  • Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, detail-oriented and committed to accuracy
  • Ability to work independently, multi-task and meet strict deadlines
  • Flexible/ability to adapt to change
  • Highly accurate with good attention to detail
  • Fluency in verbal English and written English. Additional Asian languages beneficial
  • Proficient in MS Office Suite (Word, Excel, PowerPoint and Outlook)
  • Other qualifications: CMFAS Module 3 and 5

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

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