Asset Management, Client Service Executive, Associate, Singapore

Singapore, Singapore

Job Description


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The Organization

JPMorgan Asset Management is a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Team Background

We are looking for a Client Service Executive with experience working in the servicing and/or financial sector to join our team responsible for delivering exceptional client service to intermediary clients of J.P. Morgan Asset Management in Singapore and South-East Asia, with the potential to expanding their responsibility to servicing the broader region/client segment. As the point of contact for daily servicing needs of our clients, Client Service Executives require to have an in-depth understanding of the unique requirements of clients across all markets, locations, client entity types and investment requirements. With such understanding of what clients are and what they need, Client Service Executives will provide the level of support on behalf of the firm from the initial point of onboarding from ownership of legal agreement execution, client acceptance on AML KYC processes in accordance with the regulatory requirement, account operational set up, and every downstream consideration such as fees, reporting, regulatory-required notifications set up on behalf of and within the context of the larger firm.

As a wider stakeholder group, partners such as Client Advisors (Sales), Service Delivery team in Operations, CAOs, Onboarding teams in Asia and Europe, Compliance teams and Client Service teams in other regions all form part of the daily internal contact points for the Client Service Executive.

The successful candidate will demonstrate strong interpersonal and relationship building skills; problem solving abilities; exceptional ownership and independence. Successful candidate will report to the Funds Client Service Manager based in Singapore. Knowledge in asset management, funds and investments, account opening, client onboarding, operations support and experience in issues management, compliance and regulatory complexities and knowledge are the pre-requisites required for this role.

Job Responsibilities:

  • Act as day-to-day client service contact for our intermediary clients including banks, insurance companies, Asset Managers and Distributors.
  • Manage client on-/off-boarding and account related changes according to the internal and regulatory requirements
  • Liaise between clients and the internal teams to resolve any operational queries on client instructions and dealing related activities
  • Ensure client-impacting regulatory change and business change is communicated to the clients and internal stakeholders timely
  • Takes initiative in identifying and driving opportunities to streamline/enhance team operational efficiency
  • Communicate significant client issues internally and document/escalate as appropriate
  • Work hand-in-hand with project team on client-impacting business and regulatory driven projects and initiatives
Required qualifications, capabilities and skills:
  • Bachelor\'s degree or equivalent in any discipline
  • Minimum 5 years of client service experience at asset management or financial services firm
  • Strong interpersonal, communication (written and oral), negotiation and influencing skills
  • Passionate in delivering exceptional client services
  • Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, detail-oriented and committed to accuracy
  • Ability to work independently, multi-task and meet strict deadlines
  • Flexible/ability to adapt to change
  • Highly accurate with good attention to detail
  • Proficiency in Mandarin is a must, and proficiency in Cantonese will be an added advantage as the job holder is required to liaise with Chinese speaking clients.
  • Proficient in MS Office Suite such as Word, Excel, PowerPoint and Outlook
  • Professional certificates such as CMFAS Module 3 and 5 is preferred.
About Us: J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world\'s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

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.\xe2\x80\x8b

JPMorgan Chase

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Job Detail

  • Job Id
    JD1367160
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned