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201 Client Account Management Jobs
Analyst - Client Support
2-5 years
₹ 4.2 - 35L/yr (AmbitionBox estimate)
Mumbai
1 vacancy
Analyst - Client Support
JPMorgan Chase & Co.
posted 6d ago
Job Role Insights
Key skills for the job
Job Description
- Provide support to CAMs across regions, delivering a world-class client experience and managing expectations.
- Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, and Guideline Management teams as needed.
- Process and coordinate account maintenance requests, including cash flows, account openings, reporting setup, fee invoice setup, guideline setup, and maintaining exclusion lists.
- Support all aspects of maintenance and improvement of client experience.
- Ensure all tasks are executed in line with regional procedures, maintaining a clear audit trail and quality control.
- Communicate clearly and efficiently with multiple teams simultaneously.
- Maintain client records and static data.
- Extract documents or system data to support internal control testing requests.
- Document and review procedures.
- Provide periodic status, control, and KPI reports for conducted work.
- Timely escalation of unclear requests, issues, and errors.
- Graduate/Post-graduate with at least 3 years of experience.
- Prior experience in Asset Management/Asset Servicing within Client Services teams in custody/investment banking (client-facing roles).
- Understanding of the asset management business, various asset classes, and investment products.
- Financial market awareness and understanding of basic financial concepts.
- Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook (intermediate to advanced).
- Excellent verbal and written communication skills and relationship-building abilities.
- Strong numerical/quantitative skills.
- Asset class knowledge and client service expertise.
- Outstanding accuracy and attention to detail.
- Awareness of business risk and compliance procedures.
- Ability to manage competing priorities and work under pressure to meet tight deadlines.
- Stakeholder management skills and the ability to work collaboratively with local and global teams.
Employment Type: Full Time, Permanent
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What people at JPMorgan Chase & Co. are saying
Rating based on 184 Analyst
reviews
Anonymous · BFSI, Investments & Trading
in Bangalore / Bengaluru
Salary work-life balance all are a given in this company. If you work here with a great manager you don't need to switch at least for nest 5 year. no day will be mundane.
- Salary - Excellent
IJP is now a tool just to retain employees who are leaving, i would want less on the current manager's involvement in movement, as they try to hinder it by influence to ensure only they have a good employee. IJP is intended for learning new skills but unfortunately that is failing.
- Promotions - Poor
Analyst salary at JPMorgan Chase & Co.
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