Asset Management - Client Account Management Analyst

Asset Management - Client Account Management Analyst

Be part of a team that helps clients navigate their day-to-day servicing needs with speed, care, and precision. In this role, your coordination and ownership will directly improve the client experience.

As a Client account management analyst in the Client account management team, you support day-to-day client servicing across a broad range of investment solutions. You coordinate across internal partners to complete account maintenance, reporting, and service requests accurately and on time. You help strengthen client relationships by ensuring consistent execution, clear communication, and continuous improvement.

Job responsibilities

• Support client account managers by coordinating across internal partners to deliver a high-quality client experience
• Process and track account maintenance requests, including onboarding support, cash activity support, reporting setup, fee and billing setup, guideline setup, and contact maintenance
• Coordinate requirements and follow-ups with partners such as investment specialists, portfolio management teams, trading, cash management, guideline management, and client reporting teams
• Prepare recurring and ad hoc client reports and service materials using Microsoft Excel and Microsoft Word
• Maintain accurate documentation and a clear audit trail for completed activities
• Ensure work is completed in line with regional procedures, including appropriate quality checks and timely escalation of issues
• Identify opportunities to improve servicing workflows, reduce errors, and enhance the overall client experience
• Communicate updates, deadlines, and dependencies clearly and professionally across multiple teams

Required qualifications, capabilities and skills

• Bachelor’s degree (or equivalent)
• At least 2 years of experience in client servicing, operations, account management, or a related role
• Demonstrated ability to manage stakeholders and coordinate priorities and timelines across multiple teams
• Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Proficiency in Microsoft Excel and Microsoft Word for preparing and maintaining reports and documentation
• Strong written and verbal communication skills, including the ability to communicate clearly and concisely
• Experience working effectively with global or cross-cultural teams
• Sound judgment and attention to detail when processing requests and maintaining records

Preferred qualifications, capabilities and skills

• Experience supporting institutional or sub-advisory clients within asset management, asset servicing, custody, or investment banking environments
• Understanding of investment products and asset classes
• Working knowledge of core financial concepts and markets
• Experience preparing client-facing materials such as service reviews or recurring reporting packs
• Experience supporting process improvement, quality control, or operational risk controls in a servicing environment
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

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.