Job Description
You are a strategic thinker passionate about driving solutions in "Client Account Management\". You have found the right team
As an Associate - Client Services - Alternatives Client Account Management within our dynamic team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment
Job Responsibilities
- Oversee and manage the entire client servicing lifecycle, including onboarding, day-to-day support, and off boarding for clients investing in alternative strategies.
- Field inquiries from Bankers, Client Advisors, HNW Investors & internal stakeholders regarding JPM's Alternative investment offerings
- Research, follow-up and resolve escalated client issues and problems through effective interaction with bankers, product partners, operations areas, and other partners in a timely and professional manner
- Serve as the point of contact for clients, addressing inquiries and providing timely updates on account status.
- Monitor client accounts to ensure compliance with investment guidelines and company policies, including KYC and tax refreshes
- Implement a comprehensive tracking system to ensure all client queries are systematically logged, monitored, and addressed in a timely manner
- Develop and maintain Standard Operating Procedures (SOPs) and manuals for client servicing and onboarding across various alternative strategies.
- Participate in projects and initiatives aimed at enhancing client experience and operational efficiency.
- Identify opportunities to enhance the client experience by improving response times through automation and process refinement.
- Organize regular knowledge-sharing sessions and workshops to keep the team updated on the latest trends, products, and strategies in alternative investments.
- Create and maintain a internal resource library with best practices to ensure superior Client Service delivery
Required qualifications, capabilities and skills
- Graduate or postgraduate degree, an MBA in Finance or Customer Relationship Management.
- At least 8 years of experience Asset/Wealth Management with a background in Investor Relations/Client Services and a focus on Alternative products (ex: registered funds, private funds)
- Experience working with fund administrator / transfer agents
- Strong business acumen and ability to communicate financial concepts confidently and intelligently
- Ability to develop strong client and internal relationships and a deep understanding of client servicing needs
- Ability to work independently and manage multiple projects across business areas to achieve result.
- Highly attentive, with excellent follow-through, flexibility, and exceptional grammar and English skills
- Strong critical thinking skills, including the ability to analyze, synthesize, and interpret data
Preferred qualifications, capabilities and skills
- Proficiency and experience in automating processes using tools such as Alteryx and programming languages like Python is highly desirable
About Us
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 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 opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
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.
