Asset Management - Alternatives Client Account Manager - Associate

J.P. Morgan; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase is seeking a Client Account Manager within Asset Management to deliver exceptional client experience for clients investing in Alternative strategies. You will partner with stakeholders across the organization to form a dedicated service team for each assigned client.

Responsibilities include onboarding, servicing, and supporting client meetings, with emphasis on understanding client needs and driving improvements.

Qualifications

• Undergraduate degree required.
• Experience at an asset management firm with client service exposure.
• Financial concepts with applied reasoning.
• Ability to build strong client/internal relationships and understand servicing needs.
• Able to manage multiple projects independently across business areas.
• Excellent follow-through, attention to detail, and English skills.
• Strong analytical, synthesis, and data interpretation abilities.

Responsibilities

• Coordinate onboarding and servicing with clients and third parties, addressing inquiries and coordinating responses.
• Understand client relationships with JPMorgan Chase and other asset managers/consultants.
• Identify client experience improvements and drive implementation.
• Participate in client meetings and due diligence discussions.
• Plan internal meetings and manage follow-up actions.
• Support development of team policies, procedures, and MIS/KPI data requirements.

Skills

Client service

Financial concepts

Relationship building

Independent work

Multitasking

English proficiency

Critical thinking

Education

Undergraduate degree

Job description

As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with multiple stakeholders at varying levels of the organization to form a dedicated service team for each assigned client.

Job 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.

Required qualifications, capabilities, and skills

• Undergraduate degree required.
• Previous 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.

Preferred qualifications, capabilities, and skills

• Series 7 and Series 63

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.

Responsible for delivering exceptional client service to Institutional and other client types investing in Alternative strategies. Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed clients!