Client Success Lead - Alternatives Asset Management

Fairygodboss; New York (NY); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in New York seeks a Client Account Manager within Asset Management to deliver exceptional client experience for clients investing in Alternative strategies. You will partner with stakeholders to form a dedicated service team for each assigned client.

The role requires an undergraduate degree, asset management experience, strong financial acumen, and excellent English communication. Series 7/63 preferred; on-site role with a broad benefits program.

Qualifications

• Undergraduate degree required.
• Experience at an asset management firm; background in client service and/or institutional client base.
• Business acumen for financial concepts and using applied financial reasoning.
• Ability to develop strong client and internal relationships and understand servicing needs.
• Ability to manage multiple projects independently across business areas.
• Strong written and spoken English skills and grammar.
• Series 7 and Series 63 preferred.

Responsibilities

• Coordinate onboarding and servicing with clients and third parties, fielding inquiries and coordinating responses.
• Understand client relationships with JPMorgan Chase and other asset managers and consultants.
• Identify client experience improvements and drive implementation plans.
• Participate in client meetings and events, including due diligence meetings.
• Plan and organize internal meetings and manage follow-up items.
• Support creation and management of team policies, procedures, templates, and data requirements for MIS/KPI reporting.

Skills

Client service

Relationship management

Financial acumen

Communication skills

Project management

English proficiency

Education

Undergraduate degree

Job description

JPMorgan Chase & Co. in New York seeks a Client Account Manager within Asset Management to deliver exceptional client experience for clients investing in Alternative strategies. You will partner with stakeholders to form a dedicated service team for each assigned client.

The role requires an undergraduate degree, asset management experience, strong financial acumen, and excellent English communication. Series 7/63 preferred; on-site role with a broad benefits program.