Senior Associate, Alternatives Client Experience

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

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