Customer Success Associate

JPMorgan Chase & Co. • Tampa, FL

6d

About The Position

As a Customer Success Associate in the Alternative Funds Services team, you will support investor onboarding and periodic refresh casework for alternative funds. You will apply anti-money laundering (AML) and know-your-customer (KYC) requirements, identify control considerations, and work across teams to deliver timely, accurate outcomes. The role also contributes to process improvements, reporting, and risk controls that strengthen the investor due diligence program and support a positive client experience.

Requirements

• Bachelor’s degree or equivalent relevant experience.
• At least 3 years of experience in financial services in controls, audit, quality assurance, operational risk management, and/or AML/KYC, including support for investor onboarding and periodic refresh for alternative funds such as hedge funds and private equity funds.
• Ability to perform analytical review and root-cause assessment across AML/KYC, compliance, and risk topics.
• Sound judgment, with the ability to raise concerns and provide constructive challenge when appropriate.
• Clear written and verbal communication with stakeholders at different levels.
• Ability to manage multiple concurrent requests or projects in a fast-paced environment while meeting deadlines.
• Proficiency in Microsoft Word, Excel, and PowerPoint.

Nice To Haves

• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or improve accuracy in operational processes.
• Direct transfer agency and alternative fund servicing experience.
• AML/KYC regulatory experience and investor onboarding experience.

Responsibilities

• Manage incoming case requests and provide timely, accurate responses aligned with AML/KYC regulatory requirements and internal policies for alternative-fund investor onboarding and periodic refresh.
• Identify potential control or compliance issues and provide escalations and recommendations to support decision-making.
• Produce standard and ad hoc reporting and presentation materials supporting AML/KYC initiatives and management routines.
• Support the design, implementation, review, and reporting of AML/KYC projects and initiatives that strengthen the investor due diligence program.
• Develop and implement process, control, or systems solutions to address identified gaps and support transition to business-as-usual execution.
• Execute assigned deliverables with attention to quality and timeliness; escalate risks and issues and recommend mitigants as needed.
• Maintain current knowledge of AML/KYC requirements and risk and control principles, applying relevant standards and best practices consistently.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level