Job Description

Join our Spectrum Delivery team at JPMorgan Asset Management as an Product Associate Contractor, where you'll have the chance to deliver exceptional experiences to our clients.

As a Product Associate in Spectrum Delivery, you'll leverage your experiences in the financial sector to provide outstanding service to a diverse range of clients, including banks, securities firms, and insurance companies, direct clients. You'll engage directly with clients throughout the life cycle, from the onboarding processes to ongoing services and offboarding, all while ensuring compliance with regulations. Additionally, you will participate in projects aimed at automating manual processes to enhance efficiency. If you're passionate about building strong relationships and delivering top-tier service, we invite you to explore growth opportunities with us. The ideal candidate will demonstrate excellent interpersonal and relationship-building skills and will be primarily responsible for the daily servicing of our clients.

Job Responsibilities

Handle clients non-investment enquiries and requests via phone and written correspondence
Handle client onboarding and account maintenance to ensure compliance with internal and regulatory requirements
Liaise with various functions to review and negotiate client agreements
Liaise with the operational teams to resolve any queries on client instructions and dealing related activities
Prepare client communications surrounding; operational/fund changes, issues or new initiatives
Manage and log client complaints, feedback and issues etc. ensuring regulatory deadlines and requirements are adhered to
Participate in projects and initiatives to ensure a consistent and positive client experience; and automate manual processes to enhance efficiency
Map out and document business processes using flow charts and process diagrams to identify areas for improvement
Gather, analyze, and document business requirements, ensuring user needs are identified and clearly communicated to all stakeholders
Support projects by considering user perspectives and understanding how changes impact end users and business processes.

Required Qualifications, Capabilities And Skills

University graduate with solid client service experience from financial institutions.
Demonstrate a basic understanding of financial markets and investment products
Excellent interpersonal skills with client service mind set and able to maintain good client and internal relationships
Knowledge and/or experience with agreement negotiation skills
Ability to work independently and meet strict deadlines; great attention to details; and able to demonstrate maturity and confidence to work under pressure
Fluency in both spoken and written English and Mandarin
Professional license: SITCA License, or Senior Brokerage License or Trust License is a must

Preferred Qualifications, Capabilities And Skills

Fund management background is highly preferred
Proficient in Python, Qliksense etc. automation tools are preferred
Experience in process mapping and flow chart creation to visualize and optimize business processes is a plus

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.

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Asset Management, Product Associate (Spectrum Delivery), Associate, Contractor