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
30+ days ago
Job type
  • Full-time
Job description

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)
Create a job alert for this search

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

Similar jobs

Wealth Management Client Services Associate

Dixon Mitchell Investment Counsel Inc.Vancouver, Metro Vancouver Regional District, CA
Full-time

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... Show more

 • Promoted

Mutual Funds Associate Contract

Raymond James Ltd.Vancouver
Full-time +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... Show more

 • Promoted

Wealth Associate — Hybrid, Client Service & Portfolios

National Bank of CanadaVancouver, Metro Vancouver Regional District, CA
Full-time

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... Show more

 • Promoted

Associate Advisor in Wealth Management

RBC Dominion SecuritiesVancouver
Full-time

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... Show more

 • Promoted

Dynamic Account Manager for Asset Solutions

RBGlobalBurnaby, Metro Vancouver Regional District, CA
Full-time

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... Show more

 • Promoted

Client-Focused Mutual Funds Associate

Raymond James FinancialVancouver, Metro Vancouver Regional District, CA
Full-time

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... Show more

 • Promoted

Contract Account Manager for Client Solutions

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

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 ... Show more

 • Promoted

Vancouver Private Client Associate Role

Connor, Clark & Lunn groupVancouver
Full-time

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... Show more

 • Promoted

Investor Relations Associate

Concert Propertiessurrey, bc, ca
Full-time

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... Show more

 • Promoted

Asset Management - Senior Associate, Asset Management

Trez CapitalVancouver
Full-time

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... Show more

 • Promoted

Client Account Manager at E2M - Canada

E2M SolutionsVancouver, Metro Vancouver Regional District, CA
Full-time

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 ... Show more

 • Promoted

Senior Associate - Asset Management at Trez Capital

Trez CapitalVancouver
Full-time

Enhance your career as a Senior Associate in Asset Management with Trez Capital, focusing on commercial real estate debt investments.This role involves active portfolio oversight, emphasizing const... Show more

 • Promoted

Private Client Solutions Account Manager — Hybrid Role

WaypointVancouver, British Columbia, Canada
Full-time

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... Show more

 • Promoted

Associate Client Portfolio Manager

EburyVancouver, Metro Vancouver Regional District, CA
Full-time

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... Show more

 • Promoted

Director of Asset Management Client Services

MUFG Investor ServicesVancouver, Metro Vancouver Regional District, CA
Full-time

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... Show more

 • Promoted

Senior Associate, Asset Management

NATIONAL BANK OF CANADAVancouver, Canada
Full-time +2

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

 • Promoted

Dynamic Account Manager for Asset Solutions

Ritchie Bros. GroupBurnaby, Metro Vancouver Regional District, CA
Full-time

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... Show more

 • Promoted

Experienced Client Operations Specialist in Remote Wealth Management

HireHawkVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

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... Show more