Asset Management Client Services - EMEA CAM COE - Associate

Location: Mumbai, Maharashtra, India

Job Family: Sales Support

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in asset management, serving institutional and high-net-worth clients worldwide. The Asset Management Client Services - EMEA CAM COE - Associate role in our Mumbai office is pivotal in supporting our EMEA client base through the Client Advisory Management (CAM) Center of Excellence. As an Associate, you will drive end-to-end client servicing initiatives, ensuring seamless interactions that enhance client experience and loyalty. This position falls under Sales Support and involves collaborating with global teams to resolve queries, streamline processes, and deliver exceptional service in a dynamic asset management environment. Located in Mumbai, Maharashtra, India, this role offers the opportunity to contribute to JP Morgan Chase's commitment to innovation and client-centric solutions in the financial services industry. In this role, you will act as a key liaison for EMEA clients, managing everything from initial onboarding to ongoing support for investment portfolios. You will leverage JP Morgan's advanced platforms to handle complex inquiries, analyze service performance, and implement process improvements that align with our firm's high standards. Working within the CAM COE, you will partner with sales, operations, and compliance teams to ensure all activities adhere to regulatory requirements such as MiFID II and internal policies. Your efforts will directly impact client satisfaction metrics and contribute to the growth of our asset management business, which manages trillions in assets under supervision. We seek a proactive professional passionate about financial services and client excellence. This position demands strong analytical skills, a client-first mindset, and the ability to thrive in a multicultural, fast-paced setting. At JP Morgan Chase, you will have access to world-class resources, mentorship, and career development opportunities to advance within our global organization. Join us to make a meaningful difference in how we serve our clients and shape the future of asset management.

Key Responsibilities

• Serve as the primary point of contact for EMEA-based clients in the Asset Management division, managing inquiries and ensuring timely resolution
• Drive end-to-end client servicing processes, from onboarding to ongoing portfolio support, to enhance client satisfaction and retention
• Collaborate with global teams in the Client Advisory Management (CAM) Center of Excellence to standardize and streamline operational workflows
• Resolve complex client queries related to account management, performance reporting, and transaction processing
• Analyze client feedback and service metrics to identify improvement opportunities and implement process enhancements
• Support sales and relationship management teams by providing accurate data and insights on client needs
• Ensure compliance with JP Morgan Chase's policies and EMEA regulatory requirements in all client interactions
• Develop and maintain comprehensive client profiles and service documentation within internal systems
• Participate in cross-functional projects to integrate new technologies for improved client experience
• Monitor and report on key performance indicators (KPIs) for client servicing to senior management

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in client services, relationship management, or operations within the asset management or financial services industry
• Strong understanding of asset management products, including mutual funds, ETFs, and alternative investments
• Proficiency in client relationship management systems and CRM tools
• Excellent command of English; additional European languages (e.g., French, German, Spanish) highly beneficial for EMEA focus
• Ability to work in a fast-paced, global environment with cross-time zone collaboration
• Relevant certifications such as CFA Level 1 or equivalent financial qualifications

Preferred Qualifications

• Experience in a Center of Excellence (COE) or shared services environment within a global financial institution
• Knowledge of EMEA regulatory frameworks, including MiFID II and GDPR
• Prior exposure to JP Morgan Chase's asset management platforms or similar enterprise systems
• Advanced degree (MBA) or specialized training in client servicing for high-net-worth or institutional clients
• Demonstrated success in process optimization projects using Lean or Six Sigma methodologies

Required Skills

• Client relationship management
• Process optimization and streamlining
• Query resolution and problem-solving
• Knowledge of asset management products
• Regulatory compliance (EMEA focus)
• Data analysis and reporting
• CRM software proficiency (e.g., Salesforce)
• Cross-functional collaboration
• Communication (verbal and written)
• Time management in a global setting
• Attention to detail
• Adaptability to changing client needs
• Financial acumen
• Project management basics
• Multilingual capabilities for EMEA clients

Benefits

• Competitive base salary and performance-based annual bonuses aligned with JP Morgan Chase's compensation philosophy
• Comprehensive health, dental, and vision insurance coverage for employees and eligible dependents
• Retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick leave, and parental leave policies
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee wellness programs, including gym memberships and mental health support
• Global mobility options and career progression paths within the firm's Asset Management division
• Stock purchase plan and other financial perks tailored to financial services professionals

JP Morgan Chase is an equal opportunity employer.