Alternatives Client Experience Lead

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 67,000 - 115,000; Full time

Job summary

JPMorgan Chase & Co. Asset Management seeks a Client Account Manager to deliver exceptional service for investors in Alternative strategies across institutional and private bank channels.

You will coordinate onboarding and ongoing servicing for fund investors, collaborating with stakeholders to ensure timely, accurate client support. The role emphasizes building strong client relationships, managing multiple projects, and applying financial acumen in a dynamic market environment.

Qualifications

• Undergraduate degree required.
• Experience at an asset management firm in client service.
• Alternatives experience across multiple strategies.
• Financial acumen and ability to discuss complex concepts.
• Strong client relationship skills and ability to manage multiple projects independently.

Responsibilities

• Coordinate end-to-end onboarding and ongoing servicing for Alternatives investors.
• Support subscriptions/closings, onboarding docs, notices and reporting.
• Participate in client meetings and events with preparation and follow-up.
• Develop and manage team policies, procedures and templates.
• Identify client experience improvements and drive servicing efficiencies.
• Understand broader client relationships across JPMorganChase and related asset managers.

Skills

Client servicing

Relationship management

Financial concepts

Independent worker

Attention to detail

Strong communication

Education

Undergraduate degree

Series 7 and Series 63

Job description

JPMorgan Chase & Co. Asset Management seeks a Client Account Manager to deliver exceptional service for investors in Alternative strategies across institutional and private bank channels.

You will coordinate onboarding and ongoing servicing for fund investors, collaborating with stakeholders to ensure timely, accurate client support. The role emphasizes building strong client relationships, managing multiple projects, and applying financial acumen in a dynamic market environment.