Asset Management - Senior Client Service Specialist - Associate

Job Identification 210466513

Job Category Client Service

Business Unit Asset & Wealth Management

Posting Date 03 / 07 / 2024, 10 : 47 AM

Locations Dreikonigstrasse 37, Zurich, CH-ZH, 8027, CH

Job Schedule Full time

JOB DESCRIPTION

Asset Management - Senior Client Service Specialist - Associate

Fluent German and English required

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.

We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs.

Job Summary

As a Senior Client Service Specialist - Associate in Asset Management you will partner with our Client Advisors to support all aspects of the sales and business development process.

You will be the central entry point for all client requests.

Job responsibilities

• Act as the key entry point for client requests (phone and e-mail)
• Work with our Client Advisors to support all facets of the sales and business development process
• Keep close contact with product specialists and other teams around the world
• Assist the sales team in preparing product presentations, workshops and projects
• Lead and train working students
• Help identify new business opportunities and upcoming product searches
• Understand the regulatory and compliance framework, including Know Your Client (KYC) requirements
• Own client reporting tasks and assistance on due diligence on funds
• Take responsibility for maintaining and updating the client database (CRM) and other relevant systems

Required qualifications, capabilities, and skills

• Excellent verbal and written communication skills in German and English;
• Several years' experience of in the financial industry, ideally in asset management or private banking
• Proven sales support and client service experience
• Demonstrated ability to work in a dynamic environment and manage multiple projects simultaneously
• Exact way of working and high attention to detail
• Client-focused, very high quality of service and efficiency
• Proficient in Microsoft Office, especially Excel & Power Point
• Strong team player with drive and client focus and a dedicated way of working
• Excellent interpersonal skills and the ability to interact with a variety of diverse stakeholders
• Willingness to take responsibility for your own remit
• Ability to work under pressure and meet deadlines good time management

Preferred qualifications, capabilities and skills

French is an advantage

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 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.