Client Service Management Associate, Asset Management
JPMorganChase
Job Overview
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Job Description
Client Service Management Associate, Asset Management
Step into a dynamic role where you’ll drive strategic projects and partner with senior leaders to solve critical business challenges in Asset Management.
As a Client Service Management Associate, Asset Management supporting the Head of Client Service Asset Management – Americas, you will work with senior leaders and internal business managers to execute key strategic projects and assist with solving day-to-day business issues.
Job Responsibilities
- Partner with business groups to define needs, manage projects, and carry out important initiatives to achieve both immediate and long-term goals
- Analyze data, processes, and team structures to identify risks, gaps, and opportunities for improvement
- Coordinate annual planning and ongoing financial management, including headcount and travel budgets, while resolving issues with internal partners
- Communicate priorities, processes, and initiatives clearly; organize and participate in leadership meetings, manage follow-ups, and draft internal communications
- Prepare and manage presentations, outlines, and content for internal and external meetings, including Quarterly Business Reviews and Town Halls
- Proactively propose and implement process improvements, data-driven insights, and innovative solutions to enhance client service and operational efficiency
- Work independently and collaboratively, prioritize tasks, meet deadlines, maintain confidentiality, and engage effectively with all levels of management
Required Qualifications, Capabilities, And Skills
- 3+ years’ experience
- Strong interpersonal and communication skills (written and oral) with ability to deliver messages clearly and succinctly with all levels of management
- Strong organizational and project management skills with proven execution abilities
- Skilled in financial and quantitative analysis
- Expertise with Excel (e.g., managing large amounts of data, complex data manipulation using pivot tables, formulas, etc.)
- Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings
- Comfortable with ambiguity and a dynamic work environment, with strong initiative, energy and analytical ability to complete projects with limited supervision
Preferred Qualifications, Capabilities, And Skills
- Exposure/involvement in one or more of the various Asset Management businesses, a plus
About JPMorgan Chase
JPMorgan Chase, 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.
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.
Key skills/competency
- Project Management
- Financial Analysis
- Data Manipulation
- Excel
- PowerPoint
- Communication Skills
- Strategic Planning
- Process Improvement
- Client Service
- Stakeholder Management
How to Get Hired at JPMorganChase
- Research JPMorganChase's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume: Highlight experience in project management, financial analysis, and client service, using keywords from the job description.
- Showcase analytical prowess: Prepare specific examples demonstrating your expertise with Excel and PowerPoint for data analysis and senior presentations.
- Network effectively: Connect with current JPMorganChase employees, particularly within Asset Management or client service roles, to gain insights.
- Master behavioral interviews: Practice answering questions using the STAR method, focusing on situations demonstrating problem-solving, collaboration, and initiative in dynamic environments.
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