JP Morgan Chase & Co.

Asset Management – Alternatives Client Account Manager – Associate

JP Morgan Chase & Co.$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree required.
  • Experience in asset management, focusing on client service and institutional clients.
  • Strong understanding of financial concepts and ability to communicate effectively.
  • Proven ability to build relationships with clients and understand their service needs.
  • Strong project management skills with the ability to handle multiple responsibilities.
  • Highly detail-oriented with excellent follow-through and communication.
  • Proficient in data analysis and critical thinking.

Responsibilities

  • Coordinate onboarding and service responsibilities with clients and third parties.
  • Understand and map client relationships, including connections to other asset managers.
  • Identify and implement improvements for enhanced client experiences.
  • Engage in client meetings and represent the firm in due diligence processes.
  • Organize internal meetings and manage action items effectively.
  • Create and manage templates and oversee data requirements for reporting.

Benefits

  • Collaboration with multiple stakeholders across the organization.
  • Opportunity to enhance client service strategies in a dynamic field.
  • Engagement in client-facing roles providing personal satisfaction from direct impact.
  • Professional growth within a leading asset management firm.
Full Job Description
JOB DESCRIPTION

As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with multiple stakeholders at varying levels of the organization to form a dedicated service team for each assigned client. 

Job 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.

 

Required qualifications, capabilities, and skills

  • 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. 

 

Preferred qualifications, capabilities, and skills

  • Series 7 and Series 63 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

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JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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