Asset Management

As a Client Service Associate in Asset Management, you will be responsible for delivering exceptional client service to clients of J.P. Morgan Asset Management based in Italy, Greece and Cyprus. 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. 

Job 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
• Handle Query/Error/Complaint by applying highest quality standards and according to procedures within agreed deadlines.
• Participate actively in client service and regional team meetings 
• 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 Italian and English, excellent communication skills both oral and written
• Previous experience in a similar role within the Financial services and/or Banking industry
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
• Enthusiastic in delivering exceptional client services; an initiative-taker who is adaptive, fast-learning, responsive, extremely well-organised, detail-oriented and committed to accuracy and attention to detail
• Ability to work independently and with teams globally, multi-task and meet strict deadlines and navigate challenges. Strong organisational, and prioritisation skills are required alongside effective judgement from a risk and escalation perspective  
• Strong client service mind-set and team player
• Comprehensive knowledge of Asset Management business 
• Confident, professional approach to deal with various team including sales, senior managers and broader teams 
• Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
• Self-sufficient with excellent planning, time management, and organizational skills, demonstrating the ability to steer toward challenging deadlines.

Preferred qualifications, capabilities and skills:

• University degree level education preferred
• Additional European languages such as French/Greek 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 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.

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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