Global Equities - Account Manager - Prime… at Chase · 270 Park…

Summary: Chase is a leading financial institution offering innovative financial solutions. As an analyst in the J.P. Morgan Prime Financial Services Group, you'll 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. 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: - Bachelor's degree in Finance, Economics, or a related field - 0+ years 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: - Experience with business analytics tools to drive process improvements and build templates/materials for clients - FINRA Series 3, 7, and 63 Required Skills: Financial Services Client Engagement, Alternatives, Institutional Client Knowledge, Financing, Clearing Products, Quantitative Analysis, Business Analytics Tools, FINRA Series 3, FINRA Series 7, FINRA Series 63, Relationship Management, Inquisitive Mindset, Project Management, Proactive Work Ethic Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching