
at J.P. Morgan
Bulge Bracket Investment BanksPosted 14 days ago
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**Associate Client Liaison - Special Advisory Services** Support the VP and senior team in client delivery, outreach, and content creation. Key responsibilities include managing client pipelines, preparing client materials, updating marketing assets, and tracking outcomes. Ideal candidates have a bachelor's degree in finance or business, strong analytical and organizational skills, attention to detail, and proactivity in fast-paced environments. This Associate role is part of our Special Advisory Services team, based in NY.
- Compensation
- Not specified
- City
- New York City
- Country
- United States
Currency: Not specified
Full Job Description
Location: NY, United States
Role Summary:
The Associatet-level Client Liaison supports the VP and senior team members in client delivery, outreach, and content creation, ensuring the smooth execution of client engagements and internal processes.
Key Responsibilities:
- Assist in maintaining the client prioritization framework and pipeline tracking.
- Support outreach activities, including preparing responses to client inquiries.
- Help develop and update marketing assets, case studies, and sector/regional insights.
- Prepare meeting materials and agendas for client interactions.
- Maintain the roster of key themes and knowledge base.
- Track and report on client outcomes and engagement metrics.
Qualifications:
- Bachelors degree in finance, business, or related field.
- Strong analytical, organizational, and communication skills.
- Detail-oriented with the ability to manage multiple tasks.
- Proactive and eager to learn in a fast-paced environment.




