Alternatives Client Onboarding & Servicing Lead

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Client Account Manager to deliver exceptional service to investors across Alternative strategies, including Real Assets and Private Equity, across institutional and Private Bank channels.

You will coordinate onboarding and ongoing servicing for fund investors, partnering with stakeholders to ensure timely, accurate client support and driving improvements in client experience.

Qualifications

• Undergraduate degree required.
• Experience at an asset management firm.
• Experience with Alternatives strategies.
• Strong financial acumen.
• Ability to build client relationships.
• Ability to manage multiple projects across business areas.

Responsibilities

• Coordinate end-to-end onboarding and ongoing servicing for Alternatives investors, including client and third-party interactions; field inquiries, research requests, and coordinate appropriate responses.
• Support the servicing lifecycle for Alternatives, including subscriptions/closings support, onboarding documentation, notices, periodic reporting packages, and ad-hoc data requests.
• Participate in client meetings and events as appropriate; ensure strong preparation and disciplined follow-up/action item tracking.
• Support the creation and management of team policies/procedures and templates.
• Proactively identify client experience improvements and servicing efficiencies and drive initiatives to implement changes.
• Understand the broader client relationship with JPMorganChase, including global relationships and the client’s relationships with other asset managers and consultants.

Skills

Client service

Alternative investments

Financial concepts

Relationship management

Multitasking

Independent worker

English proficiency

Analytical thinking

Education

Undergraduate degree

Job description

JPMorgan Chase & Co. in New York seeks a Client Account Manager to deliver exceptional service to investors across Alternative strategies, including Real Assets and Private Equity, across institutional and Private Bank channels.

You will coordinate onboarding and ongoing servicing for fund investors, partnering with stakeholders to ensure timely, accurate client support and driving improvements in client experience.