Sales Support Associate
Sales & Business Development, Customer Service
London, UK
J.P. Morgan Asset Management is committed to delivering outstanding service to our clients and business partners. Our Sales teams are at the heart of that effort—bringing together deep client insight and the full strength of our global platform to meet a broad range of investment and servicing needs.
This role provides sales and relationship management support to the UK Sales Team. The Sales Support team plays a critical role in helping Client Advisors operative effectively and deepen client relationships - building a strong understanding of client objectives, day-to-day activity, and the most important opportunities across the UK region.
Job responsibilities
- Provide proactive sales and relationship management support to the UK Sales Team.
- Manage client requests, responding to queries on funds and investment strategies in a timely, professional manner.
- Coordinate, distribute, and maintain sales materials, presentations, and reporting for client meetings and pitches. Support and attend these meetings where required.
- Coordinate and drive completion of RFPs and other key client documentation in partnership with the RFP team and Investment Specialist teams, to help grow the UK book of business.
- Partner with Marketing and Events to plan and deliver high-impact client events in support of the Sales team.
- Maintain and enhance client records in SEP, ensuring data quality, and acting as the team SME for SEP functionality.
- Work closely with Client Services teams to ensure smooth client onboarding and that ongoing servicing requirements are consistently met.
- Leverage AI-enabled tools and sales technology to streamline UK Sales tasks and workflows.
Required qualifications, capabilities, and skills
- Collaborative team player with a proven ability to work effectively across multiple teams to deliver high-quality relationship support to clients.
- Strong relationship-building skills, able to quickly establish credibility with internal stakeholders and clients.
- Excellent written and verbal communication, with a high level of accuracy and attention to detail.
- Highly organised, able to manage multiple priorities, meet deadlines consistently, and plan work effectively.
- Comfortable working under time pressure in a fast-paced, deadline-driven environment.
- Proficient in Microsoft Excel and PowerPoint, with confidence producing and formatting client-ready materials.
- Genuine interest in financial markets and investments, with a motivation to learn and stay informed.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
This role provides sales and relationship management support to the UK Sales Team. The Sales Support team plays a critical role in helping Client Advisors operative effectively and deepen client relationships - building a strong understanding of client objectives, day-to-day activity, and the most important opportunities across the UK region.
