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Client Support Associate



Customer Service
Bengaluru, Karnataka, India
Posted on Tuesday, July 2, 2024

Job Description

Job Responsibilities & Activities

J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, banking, philanthropy, family office management, fiduciary services, special advisory services and more. The Private Bank oversees more than $2.1 trillion in client assets globally.

Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, banking, philanthropy, family office management, fiduciary services, special advisory services and more.

The International Private Bank (IPB) consists of three regions – APAC, EMEA, and LatAm, as well as the Global Families Group (GFG), covering U.S. families living abroad and international families who have businesses and personal interests in the U.S. Offering more than 1,000 advisors, the IPB works with clients from 80+ countries, does business in nine languages, and works alongside more than 30 regulators.

This India team would play a support role to the Private Bank Advisors, operate as an extension of the global team and be responsible to help on several aspects of servicing their clients across sales life cycle

(however the India team members would not have any direct client interaction and not be involved in licensed activities, they will be responsible to partner/support the Client Advisors)

Operating Model

The team is aligned one to one with the Advisors (High Net Worth and Ultra High Net Work Bankers and Investment Specialists) for a particular Office and have proprietary access to the books of the Clients focusing on specific needs. We partner with the Advisors throughout the Sales lifecycle ensuring consistent high quality support with Advisor experience and Client experience at the heart of it.

Sales Support function is an integral part of GPB and the candidate will be responsible to provide fully integrated intelligence, connecting all touch points across the client lifecycle to help drive new client acquisition as well as deepening of books of existing clients.

Job Summary:

We work with Advisors through the entire sales lifecycle including:

Banker Support

  • Lead Generation:
    • Indigenous Lead identification and prospect profiling based on the Advisor Industry and Sector preference
    • Provide intelligence to Advisors for meaningful conversations and conversions
    • Maintaining prospect pipeline and have regular follow-ups to ensure periodic action on identified names
    • Creation of custom Investment Proposals, Goals Based Analysis and Pitchbook Materials that aids in conversion of Prospects to Clients
  • Client Onboarding:
    • Mastery of account opening and performance reporting processes with ability to escalate and rush deliverables as needed
    • Coordinating with Onboarding and KYC teams for resolution of Account Opening queries on behalf of Advisors
  • Client Engagement:
    • Creation of Performance Reviews with actionable Insights, Goals Based Analysis for portfolio re-alignments
    • Coordinating with global Investment Specialists, Wealth Strategists and Lending Specialist Advisors on client needs, meeting agendas and managing client follow-up
    • Proactively identify deepening opportunities for Advisors for additional flows from clients
    • Identify Large Cash Deposits and possible investments based on Client strategy
  • Management / Operational Support
    • Weekly Flows commentary update for reporting
    • Uses banker scorecard to identify prospective client opportunities and deepening opportunities within current client base
    • Provide leverage to the banker on daily client priorities

Job Responsibilities

  • Have Strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies which is put to good use to match goals of Clients Investment needs
  • Prepare customized Client presentations for Investment Specialist’s review meeting
  • Has a fundamental understanding of quantitative and qualitative data
  • Actively develops process on following the markets through attending Morning Meeting & other internal meetings and by reading internal and external publications
  • Uses current events to generate new opportunities and monitors books for deepening opportunities
  • Masters understanding of Goals Based Analysis and Portfolio Insights
  • Able to effectively work with WM Solutions colleagues to develop solutions for clients
  • Be familiar with the bank’s credit documentation, including the terms and conditions, the structure and its relevance to a transaction
  • Proactively resolve exceptions, open items and transactional issues
  • Assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis and any other team initiatives

Required Qualifications

We seek candidates with a unique blend of leadership, interpersonal and analytical skills. In addition to functional responsibilities, the lead is expected to act as a key engagement point with location teams and lead a highly motivated team for both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:

  • University degree holder (including MBA / CFA / CFP) and / or with 5+ years of professional experience in a similar capacity
  • Strong knowledge of Private Bank product offerings, asset class knowledge
  • Inclination to understand market dynamics and develop expertise
  • Excellent communication (written and verbal), analytical and organizational skills
  • Excellent stakeholder engagements skills
  • Strong team management experience and ability to navigate matrix organization
  • PowerPoint and Excel expertise required
  • Strong understanding of the needs and sensitivities of client management
  • Absolute discretion when dealing with confidential matters
  • Able to work under minimal supervision; adaptable to work in demanding environment
  • Detail-oriented and results-focused
  • Exceptional follow-up and follow-through skills
  • Should be flexible with EMEA /LATAM shifts