Talent.com
JPMorgan Chase & Co.
Asset Management – Client Account Manager – AssociateJPMorgan Chase & Co. • Vancouver, BC, Canada
Asset Management – Client Account Manager – Associate

Asset Management – Client Account Manager – Associate

JPMorgan Chase & Co. • Vancouver, BC, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!

As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of . Morgan. You will act as a point of contact for daily servicing needs of our clients and develop an understanding of the unique requirements of clients across all asset classes. As a Client Account Manager you will also partner with Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.

Job Responsibilities

  • Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager
  • Act as a central point of contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients
  • Manage the onboarding process including negotiation of legal contracts, account set-up, communication with client and other third parties
  • Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders
  • Attend client meetings and events as appropriate (including due diligence meetings)
  • Perform all required client service functions including maintenance of client records, coordination of client cash flows, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and respond to clients’ auditors, consultants, and other third party requests

Required qualifications, capabilities, and skills

  • Previous experience at an asset management firm; background in client service with institutional client base required including knowledge of investments including multi asset solutions, alternatives, fixed income, equity, real estate and private equity product offerings
  • Bachelor’s degree required
  • Ability to develop strong client and able to gain an in-depth understanding of client servicing needs
  • Excellent written and communication skills
  • English/French bilingual proficiency required
  • Strong risk and control mindset with exceptional ability to asses situations and make informed decisions
  • Exceptional organizational skills; ability to multi-task and to manage complex assignments and meet deadlines

Preferred qualifications, capabilities, and skills

  • Advanced degrees, other financial qualifications and licenses are a plus (Chartered Financial Analyst)
Créer une alerte emploi pour cette recherche

Asset Management – Client Account Manager – Associate • Vancouver, BC, Canada

Offres similaires

Wealth Management Client Services Associate

Dixon Mitchell Investment Counsel Inc.Vancouver, Metro Vancouver Regional District, CA
Temps plein

A leading investment management firm in Vancouver is seeking experienced Client Services Support associates to provide exceptional service to high-net-worth and institutional clients.Ideal candidat... Voir plus

 • Offre sponsorisée

Mutual Funds Associate Contract

Raymond James Ltd.Vancouver
Temps plein +1

Mutual Funds Associate - 12 Month Contract.How does the role impact the organization?.The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non‑Financial Updates fu... Voir plus

 • Offre sponsorisée

Vancouver Private Client Associate Role

Connor, Clark & Lunn groupVancouver, Metro Vancouver Regional District, CA
Temps plein

Join an esteemed investment firm as a Private Client Service Associate in Vancouver.Enjoy a hybrid work model while supporting high-net-worth clients with outstanding service.As a Private Client Se... Voir plus

 • Offre sponsorisée

Wealth Associate — Hybrid, Client Service & Portfolios

National Bank of CanadaVancouver, Metro Vancouver Regional District, CA
Temps plein

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions.The role offers a hybrid w... Voir plus

 • Offre sponsorisée

Associate Advisor in Wealth Management

RBC Dominion SecuritiesVancouver
Temps plein

Join a leading Advisory Team as an Associate Advisor, where you'll deepen client relationships through strategic advice and exceptional service.Focus on creating growth opportunities within the inv... Voir plus

 • Offre sponsorisée

Dynamic Account Manager for Asset Solutions

RBGlobalBurnaby, Metro Vancouver Regional District, CA
Temps plein

Become a key player as an Account Manager focusing on asset financing.This role emphasizes relationship-building with clients while navigating inbound and outbound sales channels effectively to dri... Voir plus

 • Offre sponsorisée

Cash Management Client Associate

ScotiabankVancouver
Temps plein

Support cash management as a Senior Client Associate within Commercial Banking.Drive client engagement and service excellence while ensuring compliance with industry standards.This role encompasses... Voir plus

 • Offre sponsorisée

Client-Focused Mutual Funds Associate

Raymond James FinancialVancouver, Metro Vancouver Regional District, CA
Temps plein

Elevate your career as a Client-Focused Associate in the mutual funds sector.Engage with fund companies and streamline transfer processes while delivering exceptional customer service on a contract... Voir plus

 • Offre sponsorisée

Contract Account Manager for Client Solutions

RB Global Inc.Burnaby, Metro Vancouver Regional District, CA
Temporaire

Empower client financing solutions as an Account Manager.Focus on generating new business through strategic outbound calls while developing long-term customer relationships in a temporary contract ... Voir plus

 • Offre sponsorisée

Investor Relations Associate

Concert Propertiessurrey, bc, ca
Temps plein

Based in Vancouver or Toronto, join a team where strong communication, analytical thinking, and attention to detail support meaningful investor relationships and long-term value creation.Putting pe... Voir plus

 • Offre sponsorisée

Client Account Manager at E2M - Canada

E2M SolutionsVancouver, Metro Vancouver Regional District, CA
Temps plein

E2M) is a fast-growing team of marketing professionals who specialize in client account management for digital marketing agencies.We're on a mission to help agencies keep their clients happy while ... Voir plus

 • Offre sponsorisée

Private Client Solutions Account Manager — Hybrid Role

WaypointVancouver, British Columbia, Canada
Temps plein

A leading insurance solutions provider in British Columbia is seeking an Account Manager to provide high-quality internal support focused on accurate policy processing and relationship management.T... Voir plus

 • Offre sponsorisée

Associate Client Portfolio Manager

EburyVancouver, Metro Vancouver Regional District, CA
Temps plein

Associate Client Portfolio Manager – Vancouver, Office Based.Exceptional on-target earnings potential*.Manage a portfolio of corporate clients, executing a range of products including FX hedging, l... Voir plus

 • Offre sponsorisée

Asset Management - Senior Associate, Asset Management

Trez CapitalVancouver, Metro Vancouver Regional District, CA
Temps plein

Asset Management - Senior Associate, Asset Management.Posted Thursday, April 30, 2026 at 7:00 AM.The Senior Associate, Asset Management (Debt) is responsible for the active oversight and performanc... Voir plus

 • Offre sponsorisée

Director of Asset Management Client Services

MUFG Investor ServicesVancouver, Metro Vancouver Regional District, CA
Temps plein

Oversee investor delivery operations and ensure top-notch service quality in a fast-paced financial setting.Your leadership will guide the team in managing client interactions and deliverables effi... Voir plus

 • Offre sponsorisée

Senior Associate, Asset Management

NATIONAL BANK OF CANADAVancouver, Canada
Temps plein +2

AttendanceOn-SiteJob number32569CategoryProfessionalStatus:Permanent Type of ContractPermanentSchedule:Full-Time Full Time / Part Time?Full-TimePosting date22-Apr-2026Area(s) of interest:Wealth man... Voir plus

 • Offre sponsorisée

Dynamic Account Manager for Asset Solutions

Ritchie Bros. GroupBurnaby, Metro Vancouver Regional District, CA
Temps plein

Become a key player as an Account Manager focusing on asset financing.This role emphasizes relationship-building with clients while navigating inbound and outbound sales channels effectively to dri... Voir plus

 • Offre sponsorisée

Experienced Client Operations Specialist in Remote Wealth Management

HireHawkVancouver, Metro Vancouver Regional District, CA
Télétravail
Temps plein

Become a vital part of a remote wealth management firm as a Client Operations Specialist.Support client services and financial advisors with operational excellence in managing inquiries and custodi... Voir plus