What are the responsibilities and job description for the Asset Management, SMA Client Service- United States - 2025 ReEntry Program position at JPMorgan Chase?
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 22, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
As a Client Service Associate supporting our Customized Managed Account Solutions business, you will partner with Investment teams, operations, trade implementation, and sales distribution to provide best in class service to all of our clients. Additionally, you will execute on key strategic projects to enhance our SMA overall efficiency in our client service business processes.
Job Responsibilites
- Complete account set up and data entry tasks in order to onboard client accounts and process ongoing activity in a timely manner
- Provide reporting support for Financial Advisors looking to run transitional analysis on their account fundings
- Provide business support to cross functional teams that service the business including fee billing, operations, and consultant database teams
- Address ongoing inquiries from Financial Advisors onboarding clients into our SMA
- Coordinate required regulatory client mailings
- Establish and foster relationships across product partners including investment specialists and portfolio managers
- Create and manage internal presentations to provide business/project updates
- Provide oversight on business MIS reporting needs
- Interact and communicate confidently and effectively with external clients and internal stakeholders, displaying a strong knowledge of our internal processes and operating models across intermediary relationships and product types
- Have a strong controls mindset adhering to internal procedures to achieve process consistency
- Prioritize work, meet tight deadlines, and possess strong attention to detail
- Utilize qualitative and quantitative tools to analyze, synthesize and interpret information
- Work successfully and efficiently in a team-based environment
- Utilize judgment and discretion when working with highly confidential information
- Adapt to and drive change to improve the client experience and operational efficiency
Required qualifications, capabilities and skills
- 4 years’ experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/Client Service areas
- Experience in retail SMA client service or operations a plus
- Project management or process improvement skills/experience
- Expertise with Excel (e.g., managing large amounts of data, complex data manipulation using pivot tables, formulas, etc.)
- Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings
- Strong analytical skills
- Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
- Demonstrate ability to multi-task and re-prioritize daily tasks
