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Asset Management France – Client Service Analyst (Based in Paris)

Req #: 180000608
Location: Paris, B5, FR
Job Category: Asset Management
Job Description:


J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and retail clients through its Global Investment Management and Global Wealth Management businesses. With client assets of $2.3 trillion and assets under management of $1.87trillion, we are one of the largest asset and wealth managers in the world. (Assets as of June 30, 2016)

 

Global Principles
Throughout our long and distinguished history, we have been steadfastly committed to putting our clients' interests first.

This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make on their behalf. This core principle is the foundation of our business as we work to understand our clients' needs, offer informed advice and execute strategies to generate excess returns and provide world-class client solutions.

Global Investment Management
J.P. Morgan Asset Management (Investment Management) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
• Clear focus on managing client assets and delivering strong risk-adjusted returns
• Nearly 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
• Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan

J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

 

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The Role

Client Service Analyst/Associate reporting into Head of Client Service France

JPMAME France is the French Branch of JPMorgan Asset Management Europe. Its activities include Marketing and Distribution of the Luxembourg range of funds.The Client Service Team at JPMorgan Asset Management (“JPMAM”) Paris branch plays a central role in the business chain of JPMAM, supporting clients and linking various local and foreign departments within the organization.
The team supports the Sales teams in the set-up of the operational infrastructure for French clients (Distributors, funds of funds, mutual funds platform and institutional clients).


 

The Client Service Team (CS) centralizes the operational demands either internals (Client Advisors, Transfer Agent JPMorgan) or external (Clients, Local TA BP2S Paris, French Custodians, IFDS).


Key responsibilities

  • Helps client’s subscriptions and redemptions and insure the client’s onboarding
  • Configures the CRM tools (SalesForce)
  • Handles the Rebates Agreements : Follows negotiation of contracts, setup the systems, prepares reporting
  • Prepares the monthly Sales Report and other commercial KPI
  • Makes reporting for the Group, on monthly basis or on demand
  • Manages projects to improve the client reference’s quality of the orders Euroclear France
  • Manages Projects to improve the quality of the commercial activity


The Client Service will be in support of the J.P. Morgan Asset Management Sales Team. Evolving in a multinational company, he will be in regular contact with entities based in Luxembourg and London.



Professional profile:

  • Master 2 (Business School or University) with a specialisation in Finance
  • 3 to 5 years of experience in Finance
  • Perfect proficiency in French written and spoken is needed. A very good level in English is also essential
  • Very good mastery of MS-Office
  • Knowledge of OPCVM and financial markets


Personal profile:

  • Interpersonal skills
  • Client focus
  • Intellectual fortitude
  • Ability to manage priorities


JPMorgan offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan is an Equal Opportunity Employer.

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