Join our Prime Financial Services team as an Analyst or Associate, where you'll play a crucial role in delivering the highest standard of client service. Be part of a dynamic environment that values efficiency, quality, and client satisfaction, and take your career to new heights.
As an Account Manager in Prime Financial Services, you will act as an escalation contact, ensuring all client service-related tasks are completed promptly with a high degree of quality and efficiency. You will manage incoming communications and paperwork related to account maintenance, ensuring clients' needs and expectations are met and analyzed to maintain agreed quality standards.
Job Responsibilities:
- Oversee clients' end-to-end Prime Brokerage and clearing activities and strategy across J.P. Morgan, serving as the point of escalation for all aspects of their accounts, including technology, operations, financing, reporting, legal, and risk.
- Navigate the firm on behalf of the client, liaising with Technology, Middle Office, Operations, Product Development, Technology Client Support & Integration, Transition, Finance, Legal, Risk, Credit, Compliance, and other Lines of Business.
- Stay informed about broader industry and regulatory developments and provide relevant updates to clients.
- Understand clients' short and long-term goals and develop cross-selling opportunities complementary to J.P. Morgan businesses.
- Manage day-to-day client interaction, leading service reviews, account planning, writing call reports, and following up on actions; review client balances, P&L, position and cash management, and any significant variances from the norm.
- Ensure all client issues and requests are managed within the Firm's compliance, managing organic KYC processes and risk through close attention to client overdrafts and unpaid bills, escalating risk-related issues as required.
- Advise clients on and assist with incremental account setup and operational procedures, liaising with Implementations to ensure correct account setups, and record client interactions in the Service Portal.
Required Qualifications, Capabilities, and Skills:
- Fluent in written and spoken English plus at least one Asian language.
- Strong verbal and written communication skills, with proven ability to negotiate.
- Attention to detail and accuracy, adaptability, and flexibility.
- Proven client service skills.
- Ability to manage multiple tasks and prioritize effectively.
- Good time management skills and ability to work to deadlines.
- Proficiency in Excel and PC skills.
Preferred Qualifications, Capabilities, and Skills:
- Demonstrates cultural sensitivity and awareness.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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