Senior Associate, Alternatives Client Services

JPMorgan Chase

Columbus (OH)

On-site

USD 67,000 - 115,000

Full time

5 days ago
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Job summary

JPMorganChase Asset Management – Alternatives is seeking a Senior Associate Client Account Manager to deliver exceptional client service to institutions investing in alternative strategies. You will coordinate onboarding, manage client relationships, and partner with internal teams to drive improvements for multiple client accounts.

The role requires strong financial acumen, independent work style, and the ability to manage multiple projects while maintaining high standards of communication and

Qualifications

  • 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.

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.

Skills

Asset management experience
Client service
Relationship building
Financial concepts
Independent work

Education

Undergraduate degree

Job description

JPMorganChase Asset Management – Alternatives is seeking a Senior Associate Client Account Manager to deliver exceptional client service to institutions investing in alternative strategies. You will coordinate onboarding, manage client relationships, and partner with internal teams to drive improvements for multiple client accounts.

The role requires strong financial acumen, independent work style, and the ability to manage multiple projects while maintaining high standards of communication and

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