Asset Management – Client Account Manager – Associate Job Toronto area,Ontario Canada,Finance & Banking

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)


Increase/decrease your Search Radius (miles)



Job Posting Language