JP Morgan Chase & Co.

Senior Customer Success Associate

JP Morgan Chase & Co.$80K — $95K *
Tampa, FL 33647In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent relevant experience
  • Minimum 3 years in financial services with a focus on controls, audit, and AML/KYC
  • Experience managing end-to-end investor onboarding and periodic refresh for alternative funds
  • Strong analytical skills related to AML/KYC and compliance issues
  • Ability to communicate effectively with various stakeholders
  • Proven track record of managing multiple projects in a fast-paced environment
  • Proficiency in Microsoft Office Suite

Responsibilities

  • Manage incoming case requests, ensuring compliance with AML/KYC regulations
  • Own complex casework, ensuring resolutions are documented
  • Identify and escalate compliance issues with recommendations
  • Perform quality checks on deliverables and share best practices
  • Produce reporting and materials for AML/KYC initiatives
  • Support design and implementation of AML/KYC projects
  • Develop process improvements and solutions for operational gaps

Benefits

  • Opportunity to work with a global leader in banking and financial services
  • Engagement in high-complexity, impactful projects
  • Access to advanced technology tools for operational efficiency
  • Collaboration with a diverse team across various financial sectors
  • Professional development and growth opportunities within the firm
Full Job Description
Job Description

Help protect clients and the firm by strengthening investor due diligence for alternative funds. In this senior individual contributor role, you'll take ownership of complex onboarding and refresh activities, partner across teams to resolve issues, and strengthen controls. You'll help drive process improvements and reporting that support a well-managed program and a positive client experience.
Job summary

As a Senior Client Success Associate in the Alternative funds services team, you will support investor onboarding and periodic refresh casework for alternative funds by applying anti-money laundering (AML) and know-your-customer (KYC) requirements and identifying control considerations that improve outcomes. You'll independently manage higher-complexity work, partner with stakeholders to deliver high-quality results on time, and help strengthen processes, reporting, and risk and control routines across the program.
Job responsibilities
  • Manage incoming case requests and deliver timely, accurate responses aligned to AML/KYC regulatory requirements and internal policies for investor onboarding and periodic refresh related to alternative funds
  • Own complex or escalated casework, driving resolution through effective stakeholder partnership and clear documentation of outcomes and rationale
  • Identify potential control or compliance issues and provide appropriate escalation and recommendations to support decision-making
  • Perform quality checks on assigned deliverables and support consistent execution by sharing best practices and practical guidance with peers
  • Produce standard and ad hoc reporting and presentation materials that support 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 solutions (process, controls, and/or systems) to address identified gaps and support transition to business-as-usual execution
  • Execute assigned deliverables with attention to quality and timeliness, escalating risks and issues and recommending mitigants as needed
  • Maintain up-to-date knowledge of AML/KYC requirements and risk and control principles; apply relevant standards and best practices consistently
Required qualifications, capabilities and skills
  • Bachelor's degree or equivalent relevant experience
  • Minimum 3 years of experience in financial services (controls, audit, quality assurance, operational risk management, and/or AML/KYC), including experience supporting investor onboarding and periodic refresh for alternative funds (e.g., hedge funds and private equity funds)
  • Experience independently managing end-to-end onboarding and refresh casework, including handling exceptions, escalations, or higher-complexity scenarios through to documented resolution
  • Demonstrated ability to perform analytical review and root-cause assessment across AML/KYC, compliance, and risk topics
  • Demonstrated ability to exercise sound judgment, raise concerns, and provide constructive challenge when appropriate
  • Ability to communicate clearly in writing and verbally with stakeholders at different levels
  • Ability to manage multiple concurrent requests or projects in a fast-paced environment while meeting deadlines
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Preferred qualifications, capabilities and skills
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
  • Preferably direct transfer agency and alternative fund servicing experience
  • AML/KYC regulatory experience and investor onboarding experience


About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

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.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

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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