Asset Management – Alternatives Client Account Manager – Client Service – Associate

About JPMorgan Chase & Co. With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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J

jpmorganchase.com

10,001+ employees

Financial Services

New York, NY

Public Company

7.9M LinkedIn followers

• As a Client Account Manager within J.P. Morgan Asset Management, you will be
• responsible for delivering an exceptional client experience for investors in
• Alternative strategies (e.g., Real Assets, Private Equity, Direct Lending, etc.)
• across institutional, intermediary, and Private Bank client channels. In this
• role, you will coordinate onboarding and ongoing servicing for fund investors,
• partnering with stakeholders across the organization to ensure timely, accurate,
• and high-quality client support.
• Coordinate end-to-end onboarding and ongoing servicing for Alternatives
• investors, including client and third-party interactions; field inquiries,
• research requests, and coordinate appropriate responses.
• Support the servicing lifecycle for Alternatives, including (as applicable)
• subscriptions/closings support, onboarding documentation, notices, periodic
• reporting packages, and ad-hoc data requests.
• Participate in client meetings and events as appropriate; ensure strong
• preparation and disciplined follow-up/action item tracking.
• Support the creation and management of team policies/procedures and
• templates.
• Proactively identify client experience improvements and servicing
• efficiencies and drive initiatives to implement changes.
• Understand the broader client relationship with JPMorganChase, including
• global relationships and the client’s relationships with other asset managers
• and consultants.

Required

• Undergraduate degree required.
• Previous experience at an asset management firm; background in client service
• and institutional client base.
• Alternatives experience required, with demonstrated exposure to multiple
• Alternatives strategies (e.g., Real Assets, Private Equity, Direct Lending,
• etc.) in a client servicing context.
• 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, excellent follow-through, flexibility, and stellar
• grammar/English skills.
• Strong critical thinking skills (ability to analyze, synthesize, and
• interpret data).

Preferred

• JPMorganChase, one of the oldest financial institutions, offers innovative
• financial solutions to millions of consumers, small businesses and many of the
• world’s most prominent corporate, institutional and government clients under the
• J.P. Morgan and Chase brands. Our history spans over 200 years and today we are
• a leader in investment banking, consumer and small business banking, commercial
• banking, financial transaction processing and asset management.
• We offer a competitive total rewards package including base salary determined
• based on the role, experience, skill set and location. Those in eligible roles
• may receive commission-based pay and/or discretionary incentive compensation,
• paid in the form of cash and/or forfeitable equity, awarded in recognition of
• individual achievements and contributions. We also offer a range of benefits and
• programs to meet employee needs, based on eligibility. These benefits include
• comprehensive health care coverage, on-site health and wellness centers, a
• retirement savings plan, backup childcare, tuition reimbursement, mental health
• support, financial coaching and more. Additional details about total
• compensation and benefits will be provided during the hiring process.
• We recognize that our people are our strength and the diverse talents they bring
• to our global workforce are directly linked to our success. We are an equal
• J.P. Morgan Asset & Wealth Management delivers industry-leading investment
• management and private banking solutions. Asset Management provides individuals,
• advisors and institutions with strategies and expertise that span the full
• spectrum of asset classes through our global network of investment
• professionals. Wealth Management helps individuals, families and foundations
• take a more intentional approach to their wealth or finances to better define,
• focus and realize their goals.

• Health care coverage
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• On-site health and wellness centers