Asset Management – Alternatives Client Account Manager – Client Service – Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Asset Management seeks a Client Account Manager to deliver exceptional service to investors across institutional, intermediary, and Private Bank channels.

You will coordinate onboarding and ongoing servicing for Alternatives investors, partnering with stakeholders to ensure timely, accurate, high-quality client support. Required qualifications include an undergraduate degree and experience at an asset management firm with client servicing in Alternatives such as Real Assets or

Qualifications

• Undergraduate degree required.
• Experience at an asset management firm with a client-servicing background.
• Exposure to multiple Alternatives strategies in a client servicing context.
• Strong financial acumen and ability to discuss concepts clearly and confidently.
• Ability to build strong internal and client relationships and understand servicing needs.
• Ability to manage multiple projects independently and deliver results.
• Excellent written and spoken English with stellar grammar.
• Strong analytical, synthesize and interpret data skills.

Responsibilities

• Coordinate end-to-end onboarding and ongoing servicing for Alternatives investors, including client and third-party interactions.
• Support the servicing lifecycle for Alternatives, including subscriptions/closings, onboarding docs, notices, reporting, and data requests.
• Participate in client meetings and events with thorough preparation and action tracking.
• Assist in creating and maintaining team policies, procedures, and templates.
• Identify client experience improvements and drive initiatives to implement changes.
• Understand the broader client relationship with JPMorganChase and related asset managers.

Skills

Alternatives experience

Client servicing

Financial concepts

Relationship management

Independent work

Attention to detail

Critical thinking

English proficiency

Education

Undergraduate degree

Tools

Series 7 & 63

Job description

Join J.P. Morgan Asset Management, where your expertise as a Client Account Manager will play a key role in delivering exceptional service to our valued clients.

Job Summary

As a Client Account Manager within J.P. Morgan Asset Management, you will be responsible for delivering an exceptional client experience for investors in Alternative strategies (e.g., Real Assets, Private Equity, Direct Lending, etc.) across institutional, intermediary, and Private Bank client channels. In this role, you will coordinate onboarding and ongoing servicing for fund investors, partnering with stakeholders across the organization to ensure timely, accurate, and high-quality client support.

Job 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 (as applicable): 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.

Required Qualifications, Capabilities, and Skills

• Undergraduate degree required.
• Previous experience at an asset management firm; background in client service and institutional client base.
• Alternatives experience required, with demonstrated exposure to multiple Alternatives strategies (e.g., Real Assets, Private Equity, Direct Lending, etc.) in a client servicing context.
• 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, excellent follow-through, flexibility, and stellar grammar/English skills.
• Strong critical thinking skills (ability to analyze, synthesize, and interpret data).

Preferred Qualifications, Capabilities, and Skills

• Series 7 and Series 63