Asset Management, Client Service
il y a 1 mois
Join J.P. Morgan Asset Management (JPMAM), a global leader in providing tailored fixed income solutions to a diverse range of clients.
As a Client Service representative in Asset Management, you will be responsible for delivering exceptional client service to clients of J.P. Morgan Asset Management based in France, Belgium, Luxembourg, and Geneva. You will provide pro-active service delivery and resolution to client queries and actively develop existing relationships to achieve client satisfaction.
You will work closely with the Sales and Sales Support Team and will have the opportunity to partner with other Client Service peers across Europe to establish a strategic common global operating model within the organization.
**Responsibilities**:
- Act as day-to-day client service contact for the assigned markets, supporting the Sales & Sales Support in liaison with the Operational Teams, Provide the essential link between Sales and Operations; take end-to-end ownership of client related issues and participate in projects where appropriate.
- Drive Successful On-boarding (Operational capabilities, AML/KYC) process for allocated client base in close co-operation with Sales and Operations including Retrocessions
- Attend client meetings, trainings and events as appropriate, as well as meetings impacting business and regulatory driven projects or initiatives, Communicate clearly significant client issues internally and document/escalate as appropriate
- Review constantly and improve service performance and identify opportunities to enhance client experience, Inform proactively clients of changes/issues/initiatives (e.g. regulations, JPM policies, services, etc.)
- Anticipate and manage work volumes, adhering to established policies and deadline, Partner closely with global & location/region managers to establish consistency and best practices
- Ensure all relevant information and progress is monitored and delivered in proactively keeping Sales, CS team, Supervisors and Management up-to-date on current status of outstanding issues - ensuring eventual total service delivery.
- Remain updated on assigned market(s), on market specific P&C agenda, product knowledge and clients/ major relationships (research, analyse, generate, gain support, and implement ideas on possible service enhancements, market requirements, legal changes, tax changes, procedure changes, and other innovative service improvements). Act as SME where requested.
- Ensure smooth communication with team leaders and management, actively share all information with team members to expand their ability and professionalism in handling all types of client enquiries and complaints, and act as point of referral for staff from anywhere in the company.
- Share relevant client and market knowledge with Operational areas and the wider CS community. Participate in CS meetings and share best practices. Identify additional opportunities for information sharing, Provide regular updates for each market/client segment to Sales and senior management, Build proactively network with key partners from operational areas to leverage efficiency, maximise the impact of ideas and achieve targets
- Maintain awareness of approved error/incident procedure and exception processes and act on it accordingly, Remain updated on procedures and participate in keeping procedures and workflows up to date., Escalate and communicate issues to Sales/Management as appropriate, Support the management team in the mitigation of risk. Actively contribute with feedback wherever appropriate, Keep accuracy and completeness of departmental logs (incident/error, exception, claim, etc.).
**Required qualifications, capabilities and skills**:
- Fluency in French and English, Excellent communication skills both oral and written
- Client servicing/Client relationship management with experience in the financial sector
- Strong client service mind-set
- Comprehensive knowledge of Asset Management business
- Ability to provide quantifiable management reporting & present findings
- Bright, enthusiastic, motivated individual; Team player, but able to work independently
- Confident, professional approach to deal with various team including sales, senior managers and broader teams
- Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
- Strategic thinking with the ability to adapt to change; Highly accurate with good attention to detail
- Demonstrated team building skills and ability to work in a team environment
- Self-sufficient with excellent planning, time management, and organisational skills, demonstrating the ability to steer toward challenging deadlines.
**Preferred qualifications, capabilities and skills**:
- University degree level education preferred
- Additional European languages such as Italian/German are a strong advantage
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corpora
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