CandiMentor
Quick Links

AM Client Services - Alternatives CAM - Analyst

JP Morgan · mumbai, India
client managementasset managementwealth managementfinancial analysissop developmentpythonalteryxexperienced

Job Description

As a Client Account Management Professional within our Asset Management Client Service Organization, you will oversee the client servicing lifecycle, including onboarding, support, and offboarding. Your responsibilities include resolving client issues, monitoring account compliance, and developing SOPs for client servicing. You will also contribute to projects aimed at enhancing client experience and operational efficiency.

Qualifications

MBA in Finance or Customer Relationship Management preferred; at least 3 years of experience in Asset/Wealth Management focusing on alternative products.

Skills Required

  • client management
  • asset management
  • wealth management
  • financial analysis
  • sop development
  • python
  • alteryx

Location

City: mumbai · Country: India