Asset Management - Global Liquidity Client Service

Job Description

About the Employer JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. 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. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com . J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management division provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through the firm s global network of investment professionals, with around $2.7 trillion of assets under management. We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With more than two centuries of experience, a broad range of core and alternative strategies, and investment professionals operating in every major market worldwide, teams offer investment experience and insight that few firms can match. Asset Management India Client & Product teams covers functions that spans across the entire lifecycle of a client. Starting with Sales & Marketing, the group includes functions like Sales support, Product Strategy, Market Insight, Data Management & Governance, Data Delivery & Solutions and Business Intelligence & Analytics. The Product teams, comprising of Research analysts, Investment Specialists (IS) and Portfolio Management teams are responsible for providing additional insights to our securities coverage universe, strategy design, commercializing and monetizing our strategies. The Client Service group caters to functions like RFP, Onboarding, KYC, Client Reporting and Fund level Governance oversight functions involving Product administration, Board management, Funds registration, TA Service Delivery, Product implementation and vendor management services. JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful. The current opening is within Global Liquidity team in Mumbai which forms part of the Client Services group within AM India Client and Product. Global Liquidity Client Service
1. Responsible for delivering liquidity and short-term investment options to Corporate and FI clients.
2. Products offered: Domestic and international money market funds, short-term fixed income funds, separately managed accounts, Private Placement Fund
3. Empower Share class option presents opportunity for new economic opportunities to underserved communities.
JPM Investing Platform Morgan Money
1. Morgan Money is a state-of-the-art platform that will improve our position as a leading cash and short-term securities provider by allowing clients to view aggregated account information across their entire portfolio, conduct in-depth risk analysis, model potential trades and compare available investment options
2. Key Features of the Morgan Money Platform Include: I. A real-time dashboard to invest with ease.
II. One access point for operational efficiency. III. Effective controls through active risk management. About the Role The Client Service Associate ( CSA ) is responsible for delivering exceptional client service to Global Liquidity Client Service team. As the point of contact for daily servicing needs of our clients, CSAs develop an understanding of the unique requirements of Global Liquidity franchise and champion those requirements within the context of the larger firm. CSAs partner with colleagues in Global Liquidity Service team especially the Client Account Managers (CAMs). Responsibilities Include:
• Act as day-to-day client service contact for assigned group of CAMs
• Interact regularly with clients to provide operational support and enhanced solutions
• Improve business processes and client experience
• Prepare Client reviews
• Prepare rebate documentation & operational setup (Trailer Fee)
• Distribution agreement & Platform agreement negotiation with CRM
• Late settlement: handle client communication & assistance
• Lead the interest claim conversation until resolution
• Liaise with the clients & auditors to carry out audit requests
• Coordinate the 1099 reporting with the clients & the tax team
• Managing Bank Queries and Interest Claim related activities
• Perform all required client service functions including:
  • Onboarding new clients / funds in AM systems
  • Maintenance of client records
  • Compliance with all internal procedures
  • Verify eligibility of clients for participation in fund vehicles
  • Communicate significant client issues internally and document/escalate as appropriate
  • Actively participate in client service and regional team meetings
• Work with global CAM teams to support our clients needs
• Participate in CAM business and regulatory driven projects and initiatives
• Creating and publishing Client reports on defined business days
Desired Candidate Profile:
• Previous experience at an asset management firm; background in client service with liquidity products is preferred
• Excellent communication skills (both oral and written)
• Able to learn new technology tools and automate various manual tasks and create efficiencies
• Degree level education preferred
• Client focused and able to gain an in-depth understanding of clients servicing needs
• Highly accurate with good attention to detail
• Ability to multitask and to pursue/meet deadlines
• Proactive/self-starter
• Flexible/ability to adapt to change
• Adaptable to a fast changing environment
• Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-time
Education: Strong educational credentials Shift Timing: EMEA (1pm to 10pm) ,

Keyskills :
fixed incomeservice deliverymoney market fundsseparately managed accountsclient services