Analyst - Client Support

3 - 7 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

You are a strategic thinker passionate about driving solutions in client account management. You have found the right team. As a Client Account Management (CAM) Professional within our Global CAM Support Team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. 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. Required Qualifications, Capabilities, and Skills: 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. Preferred Qualifications, Capabilities, and 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.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
JPMC Candidate Experience page logo
JPMC Candidate Experience page

Financial Services

New York

RecommendedJobs for You