Institutional Advisory & Sales
Status:Full Time, Employee
Job Ref Code:120020527
Job Location:Jersey City, Nj 07097
Institutional Client Service Manager
Client Service Managers ("CSMs") are responsible for the day to day servicing of JP Morgan Asset Management's institutional client base. In addition to establishing and maintaining a high level of service for institutional clients across all asset classes, CSMs are responsible for developing an intimate understanding of the unique servicing needs of their clients and championing those interests within the context of the larger firm.
Each CSM is part of a dedicated Client Service Team consisting of a Client Advisor ("CA") and a Client Portfolio Manager ("CPM"), acts as the key contact for all legal, administrative, operational and general servicing issues.
Primary responsibilities include (but are not limited to) the following:
- Review/Negotiate Investment Management Agreements all ancillary documentation (i.e. signature cards, tax forms, futures documentation) with clients and third parties as appropriate
- Verify eligibility of clients for participation in fund vehicles
- Orchestrate all aspects of client on-boardings including account set-up, communication with client, custodian and other third parties, communication with JPMIM internal support groups
- Work with clients and CPMs to adopt mutually acceptable investment guidelines
- Coordinate all cash and/or asset flows to/from client accounts, including external communication with master trustees/custodians and internal communication with JPMIM product and cash management groups
- Follow up with clients on all outstanding invoices
- Follow up with clients regarding frequent trading issues
- Communicate significant client issues internally and document/escalate as appropriate
- Educate clients on JPMIM's internal policies (i.e. directed brokerage, proxy voting, sec lending)
- Disseminate appropriate disclosure documents (i.e. ADVs, Declarations of Trust)
- Maintain client documentation; secure missing/ outdated documentation
- Participate in client meetings presentations as appropriate (i.e. due-diligence reviews)
- Actively participate in client service and regional team meetings off-sites
- Work closely with the Client Service Administration Team on day to day issues
- Respond to clients' auditors, consultants, and other third party requests
- Devise innovative solutions to special requests and circumstances
- Work with RFP Team to provide information and/or answers to prospect questions
- Work with client service team counterparts to evaluate desirability of existing and prospective business
- Own service-related project work as needed
Requirements
- Excellent communication (oral and written) analytical skills
- Exceptional organizational skills; ability to multi-task and to manage complex one-off assignments
- Ability to consistently meet all internal/external deadlines
- Strong judgment and decision-making skills
- Self-confidence; ability to function as both a self starter and a team player
- Ability and willingness to train and manage others
- Flexibility; ability to adapt to change
- Detail-oriented
- Ability to develop strong internal/external relationships and an in-depth understanding of clients' servicing needs
- Demonstrated proficiency with Microsoft Office Suite (Word, Excel, Powerpoint)
Essential Experience
At least 5 years experience at an asset management firm or a bank pension trust/custody area; background in client service or operations preferred
Education
Bachelor's Degree - MBA a plus, but not required
References
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.