Asset Management - Client Service Contract Team - Contract Specialist - Associate
- Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process
- Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures
- Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process
- Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately
- Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners
- Work independently or in coordination with internal sales team to address client inquiries and respond to information requests
- Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments
Required qualifications, capabilities, and skills
- Bachelor's degree required
- Experience in asset management, compliance, or legal
- Strong time, project management, and organizational skills in deadline-driven environments
- Motivated self-starter focused on client service, able to work independently and as part of a team
- Mindset for continuous process improvement, influencing change and collaboration across the organization
- Solution-oriented, leading initiatives to enhance processes and drive results.
- Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting
Preferred qualifications, capabilities, and skills
- FINRA Series 6 or 7 strongly preferred
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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