Asset Management – Alternatives Client Account Manager – Associate

JPMorgan Chase & Co.•New York, NY

About The Position

Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with our Head of Institutional Client Account Management for Alternatives on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization.

Requirements

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.

Nice To Haves

Series 7 and Series 63

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