Client Experience Lead — Alternatives Asset Management

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

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.