Asset Management - Client Service Associate

Location: Milan, Italy

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of delivering superior results for our clients. As a Client Service Associate in our Asset Management division based in Milan, Italy, you will play a pivotal role in providing exceptional service to a diverse portfolio of institutional and high-net-worth clients across Europe. This position within the Client Service category offers the opportunity to contribute to one of the world's largest asset managers, overseeing trillions in assets under management. You will support the delivery of tailored investment solutions, ensuring clients receive timely, accurate, and insightful support to meet their financial goals in a dynamic market environment. Your day-to-day responsibilities will include acting as the dedicated liaison between clients and our investment professionals, handling inquiries on portfolio performance, risk assessments, and strategic advice. You will collaborate closely with cross-functional teams to execute client requests, from trade implementations to customized reporting using JP Morgan's advanced analytics platforms. In this role, you will also contribute to client retention and growth by identifying opportunities to enhance their experience with our comprehensive suite of asset management products, including equities, fixed income, and alternatives, all while navigating the complexities of EU regulations such as MiFID II. Joining JP Morgan Chase means becoming part of a culture that values innovation, integrity, and inclusion. We invest in your professional growth through world-class training programs and career mobility across our global network. In Milan, you will work in a vibrant office environment that fosters collaboration and work-life balance, with access to cutting-edge technology and a supportive team dedicated to excellence. If you are passionate about client service in the financial services industry and eager to make an impact at a top-tier institution, this role offers a rewarding path to build your career in asset management.

Key Responsibilities

• Serve as the primary point of contact for asset management clients, addressing inquiries and resolving issues promptly to ensure high satisfaction levels
• Manage client relationships by conducting regular portfolio reviews, performance reporting, and personalized advisory sessions
• Collaborate with investment teams to provide clients with insights on market trends, investment strategies, and product recommendations
• Facilitate client onboarding processes, including documentation, KYC compliance, and account setup in line with JP Morgan's standards
• Monitor client portfolios for performance, risk, and compliance, escalating any concerns to senior management
• Prepare and deliver customized reports, presentations, and communications tailored to client needs
• Support business development initiatives by identifying cross-selling opportunities for JP Morgan's wealth management and banking services
• Ensure adherence to regulatory and internal policies, maintaining accurate records and contributing to audit processes
• Participate in client events, seminars, and training sessions to enhance JP Morgan's brand presence in the Italian market

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in client service, relationship management, or asset management within the financial services industry
• Fluency in Italian and English; additional European languages are advantageous
• Strong understanding of asset management products, including mutual funds, ETFs, and alternative investments
• Knowledge of regulatory requirements in the EU financial markets, such as MiFID II and AIFMD
• Proficiency in Microsoft Office Suite and financial software tools
• Ability to work in a fast-paced, international environment

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) or relevant certifications like CFA Level 1 or CISI
• Experience working with high-net-worth individuals or institutional clients in Europe
• Familiarity with JP Morgan Chase's asset management platforms and processes
• Prior exposure to client onboarding and portfolio reporting in a global bank
• Knowledge of sustainable investing and ESG factors in asset management

Required Skills

• Client relationship management
• Financial analysis and reporting
• Knowledge of asset management products
• Regulatory compliance (EU financial regulations)
• Proficiency in CRM systems (e.g., Salesforce)
• Excellent verbal and written communication
• Problem-solving and issue resolution
• Attention to detail and accuracy
• Team collaboration and stakeholder management
• Time management in a deadline-driven environment
• Cultural sensitivity for international clients
• Data analysis using Excel and financial modeling tools
• Presentation and public speaking skills
• Adaptability to market changes
• Ethical decision-making in high-stakes scenarios

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous employer matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities, such as tuition reimbursement and access to JP Morgan's learning academy
• Employee wellness programs, including gym memberships and mental health support
• Flexible working arrangements, including hybrid work options in Milan
• Global mobility programs for career advancement within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.