Alternatives Client Account Manager - Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Client Account Manager within Asset Management in New York to deliver exceptional service to institutional clients investing in alternative strategies.

You will coordinate with internal and external stakeholders to form a dedicated service team for each client. The role emphasizes understanding client relationships, proactive service improvements, participating in client meetings, and ensuring data reporting and process efficiency, requiring strong English

Qualifications

• Undergraduate degree required.
• Experience at an asset management firm; background in client service and/or institutional client base.
• Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning.
• Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs.
• Ability to work independently and manage multiple projects across business areas to achieve results.
• Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills.
• Strong critical thinking skills – i.e. ability to analyze, synthesize and interpret data, etc.

Responsibilities

• Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses.
• Understand client relationship with JPM including global relationships and client’s relationships with other asset managers and consultants.
• Proactively identify client experience improvements and efficiencies and driving the plan to implement changes.
• Participate in client meetings and events as appropriate (including due diligence meetings).
• Plan and organize internal business meetings and manage follow-up/action items.
• Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting.

Skills

Client service

Financial concepts

Relationship building

Independent work

Attention to detail

English communication

Critical thinking

Education

Undergraduate degree

Job description

JPMorgan Chase & Co. is seeking a Client Account Manager within Asset Management in New York to deliver exceptional service to institutional clients investing in alternative strategies.

You will coordinate with internal and external stakeholders to form a dedicated service team for each client. The role emphasizes understanding client relationships, proactive service improvements, participating in client meetings, and ensuring data reporting and process efficiency, requiring strong English