Asset Management - Alternatives Client Account Manager - Senior Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York invites a Client Account Manager in 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 client. Responsibilities include coordinating onboarding and servicing with clients and 3rd parties, understanding the global client relationships, driving improvements, participating in meetings and due diligence, and

Qualifications

• Undergraduate degree required.
• Experience at an asset management firm; background in client service.
• Business acumen for financial concepts and clear communication.
• Build strong client/internal relationships and understand servicing needs.
• Ability to manage multiple projects independently with follow-through.
• Excellent English and stellar grammar.
• Strong analytical thinking and ability to interpret data.

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 drive the plan to implement changes.
• Participate in client meetings and events as appropriate (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 servicing

Relationship management

Data analysis

English proficiency

Financial concepts

Independent work

Communication

Critical thinking

Education

Undergraduate degree

Asset management experience

Tools

MIS/KPI reporting

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