Asset Management - Alternative Investments Client Account Manager - Vice Pr at JPMC Candidate Experience page

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Jun, 26

Salary

195800.0

Posted On

10 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Institutional Client Service, Alternative Investments, Client Onboarding, Servicing Inquiries, Global Relationship Management, Operational Efficiency, Client Meetings, Due Diligence, Policy Creation, Procedure Development, Data Requirements, MIS Reporting, KPI Reporting, KYC Coordination, Financial Acumen

Industry

Financial Services

Description

Lead the institutional alternatives client experience —own key relationships, shape solutions, and partner with senior leaders to deliver impact. As a Client Account Manager within the Alternative Investments team, you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with the Head of Institutional Client Account Management for Alternatives Investments on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization. Job Responsibilities * Serve as the primary contact to coordinate onboarding and ongoing servicing with clients and third parties; field, research, and resolve inquiries * Maintain a deep understanding of each client’s global JPMorgan relationships and ecosystem, building strong ties with local offices and Client Service teams in the US, EMEA, and APAC * Identify client experience improvements and operational efficiencies; drive plans to implement changes end to end * Participate in client meetings and events (including due diligence) and partner closely with Sales to support growth * Plan and run internal business meetings; manage follow‑ups and action items to closure * Create and maintain team policies, procedures, and templates; define data requirements and support MIS/KPI reporting * Coordinate KYC activities in partnership with Client Advisors Required qualifications, capabilities, and skills * Asset management experience with an institutional client service background * Strong grasp of asset management structures, stakeholders, and servicing workflows * Builds deep client and internal relationships; understands servicing needs and can influence outcomes * Sound judgment and decision-making with a strong risk mindset * Solid financial acumen; communicates confidently using applied financial reasoning * Operates independently, managing multiple cross-business projects; proactive and adaptable to change * Meticulous attention to detail and follow-through; excellent English/grammar; strong critical thinking Preferred qualifications, capabilities, and skills * Strong interpersonal and communication skills * Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, detail-oriented and committed to accuracy * Bachelor’s degree – preferred to business-focused disciplines * Background in client service or in a client facing role especially in areas related to Alternative investments 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 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans 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.

Responsibilities

The role involves leading the institutional alternatives client experience by owning key relationships, shaping solutions, and partnering with senior leaders to deliver impact for clients investing in Alternative strategies. Responsibilities include serving as the primary contact for onboarding and ongoing servicing, resolving inquiries, and identifying client experience improvements.