Chase · 1 hour ago
Asset Management, Americas Client Service Management - Associate
390 Madison Ave, New York, NY, 10017, US
Full-time
Onsite
Entry Level
$86K/yr - $150K/yr
3+ years expChase is a leading financial institution that offers innovative financial solutions. The role of Management Associate involves partnering with senior leaders to execute strategic projects and address day-to-day business challenges within Asset Management.
BankingFinancial Services
Responsibilities
Partner with business groups to define needs, manage projects, and carry out important initiatives to achieve both immediate and long-term goals
Analyze data, processes, and team structures to identify risks, gaps, and opportunities for improvement
Coordinate annual planning and ongoing financial management, including headcount and travel budgets, while resolving issues with internal partners
Communicate priorities, processes, and initiatives clearly; organize and participate in leadership meetings, manage follow-ups, and draft internal communications
Prepare and manage presentations, outlines, and content for internal and external meetings, including Quarterly Business Reviews and Town Halls
Proactively propose and implement process improvements, data-driven insights, and innovative solutions to enhance client service and operational efficiency
Work independently and collaboratively, prioritize tasks, meet deadlines, maintain confidentiality, and engage effectively with all levels of management
Qualification
Required
3+ years' experience
Strong interpersonal and communication skills (written and oral) with ability to deliver messages clearly and succinctly with all levels of management
Strong organizational and project management skills with proven execution abilities
Skilled in financial and quantitative analysis
Expertise with Excel (e.g., managing large amounts of data, complex data manipulation using pivot tables, formulas, etc.)
Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings
Comfortable with ambiguity and a dynamic work environment, with strong initiative, energy and analytical ability to complete projects with limited supervision
Preferred
Exposure/involvement in one or more of the various Asset Management businesses, a plus
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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