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Prime Financial Services - Account Management - Associate
mid · Corporate Finance
As an associate in J.P. Morgan Prime Financial Services (PFS) Group, you'll be a part of a team that combines capabilities across Prime Finance and Futures & Derivatives Clearing (F&DC) within the Corporate & Investment Bank. As an Account Manager in New York, you will help support relationship management and day-to-day client engagement, contribute to analysis of client metrics and trends, and help coordinate issue resolution and communications across product, technology, and operations.
Job responsibilities
- Support relationship management with key client stakeholders by preparing for daily interactions, meetings, and events; maintain contact lists, meeting notes, and follow-ups.
- Help engage clients on new products, technology, and regulatory developments within the Prime Financial Services platform.
- Identify and escalate business opportunities by tracking client activity, service issues, and pipeline items.
- Perform quantitative analysis on client metrics and balance trends.
- Assist with client requests related to regulatory and market changes by summarizing impacts, compiling required information, and partnering with internal stakeholders.
- Help manage the end-to-end client experience across product, technology, and operations by tracking issues/resolutions and ensuring timely communication.
- Contribute to client experience and product improvement initiatives by gathering data, documenting processes, preparing materials, and supporting implementation and testing.
Required qualifications, capabilities, and skills
- Bachelor’s degree in Finance, Economics, or a related field.
- At least 1 year of experience in a client-facing role within financial services.
- General understanding of alternatives and institutional clients, including financing and clearing products used in client strategies.
- Ability to build relationships with clients and internal partner groups.
- Strong organizational and project management skills; ability to prioritize, multitask, and deliver in a dynamic environment.
- Proactive self-starter able to work independently and escalate issues when required.
- Inquisitive mindset with interest in learning and taking on new challenges.
Preferred qualifications, capabilities, and skills
- Experience with business analytics tools to drive process improvements and build templates/materials for clients.
- FINRA Series 3, 7, and 63