Asset Management - Global Liquidity Client Account Analyst

Job Description

Drive the engine of Global Liquidity client service—own cash flows, trades, settlements, reconciliations, and rapid resolutions for financial intermediaries and corporates with independent judgment at a leading asset manager.

As a Global Liquidity Client Account Analyst, you will deliver high‑quality service and support to Global Liquidity financial intermediaries and corporate investors. Analyst tasks include cash flow monitoring, trade processing, settlement and reconciliation, client request processing, problem resolution, information requests, and any other duties in support of ongoing maintenance of client accounts. You will operate independently and exercise sound judgement, escalating problems to Client Account Managers as needed.

Asset Management is a leading investment 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.

Possessing high energy, a great attitude and exceptional service skills is imperative for this role and is the foundation for building successful relationships with financial advisors and investors.

• Monitor cash flow reports, accept and process client transactions, settlements and reconciliations.
• Assist with access and troubleshooting matters related to online Trading and Account Management platform.
• Assist with client request processing, problem resolution, information requests, and any other duties to support maintenance of client accounts.
• Operate independently and exercise sound judgement in troubleshooting issues and escalating problems to Client Account Managers as needed.

• Bachelor's Degree.
• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Strong written and oral communication skills.
• Relationship building skills.
• Problem solving skills.
• Attention to detail.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

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.

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.