Job Description
Job Summary
As a Client Service Representative in Asset Management, you will provide proactive service and support to clients in Austria, Germany, and CEE. You’ll act as the key contact for client queries, drive successful onboarding, and partner with Sales, Operations, and other teams to deliver seamless service. Your role will focus on building strong relationships, resolving issues efficiently, and continuously enhancing the client experience.
Job responsibilities
* Act as the day-to-day client service contact for assigned markets, supporting Sales and Operations and taking ownership of client-related issues.
* Drive successful onboarding processes, including operational capabilities and AML/KYC, in close cooperation with Sales and Operations.
* Attend client meetings, trainings, and events, and communicate significant client issues internally, escalating as appropriate.
* Handle queries, errors, and complaints to the highest quality standards and within agreed deadlines.
* Participate actively in client service and regional team meetings, sharing best practices and market knowledge.
* Review and improve service performance, proactively informing clients of changes, issues, and initiatives.
* Anticipate and manage work volumes, adhering to policies and deadlines, and partner with managers to establish best practices.
* Keep Sales, Client Service teams, and management updated on outstanding issues and ensure total service delivery.
* Stay informed on market-specific agendas, product knowledge, and client relationships, acting as a subject matter expert when needed.
* Share relevant client and market knowledge with operational areas and the wider client service community.
* Maintain awareness of error/incident procedures, participate in keeping workflows up to date, and support risk mitigation efforts.
* Ensure accuracy and completeness of departmental logs and escalate issues as appropriate.
Required qualifications, capabilities, and skills
* Fluency in German and English, with excellent oral and written communication skills.
* Previous experience in a similar role within financial services and/or banking.
* Strong client service mindset and team player.
* Comprehensive knowledge of the asset management business.
* Ability to adapt to a rapidly changing business and technology environment.
* Confident, professional approach with the ability to engage with sales, senior managers, and broader teams.
* Excellent interpersonal, presentation, negotiating, and organizational skills.
* Enthusiastic about delivering exceptional client service; adaptive, fast-learning, responsive, and detail-oriented.
* Ability to work independently and with global teams, multi-task, meet strict deadlines, and exercise sound judgment.
* Self-sufficient with strong planning, time management, and organizational skills.
Preferred qualifications, capabilities, and skills
* University degree level education preferred.
* Additional European languages are a strong advantage.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.