Associate - Alternatives Client Account Management at JPMC Candidate Experience page

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

05 Jul, 26

Salary

0.0

Posted On

06 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Servicing, Alternatives Investment, Onboarding, KYC, Financial Concepts, Stakeholder Management, Process Improvement, Automation, Data Analysis, SOP Development, Fund Administration, Transfer Agents, Alteryx, Python, Reporting, Risk Management

Industry

Financial Services

Description

You are a strategic thinker passionate about driving solutions in Alternatives Client Servicing & Client Experience. You have found the right team. As a Client Account Manager, Alternatives within our Asset Management Client Service Organization, you will be responsible for delivering a best-in-class client experience across onboarding, day-to-day servicing, and offboarding for alternatives investors. JOB RESPONSIBILITIES * Oversee the end-to-end client servicing lifecycle (onboarding, ongoing support, and offboarding) for alternatives clients. * Field inquiries from Bankers, Client Advisors, HNW investors, and internal stakeholders on alternatives offerings. * Resolve escalated client issues by coordinating with bankers, product partners, operations, and other stakeholders. * Serve as the primary point of contact, providing timely updates on account status and service requests. * Monitor client accounts for adherence to investment guidelines, firm policies, KYC requirements, and tax refreshes. * Implement a tracking framework to log, monitor, and close client queries within defined service timelines. * Develop and maintain SOPs and manuals for client servicing and onboarding across alternative strategies. * Enforce escalation protocols for complex or unresolved queries to ensure timely expert and leadership engagement. * Validate scalable operating-model solutions by supporting idea development and reviewing plans pre-implementation. * Drive client experience enhancements through automation, process refinement, and improved response times. * Organize knowledge-sharing sessions and maintain an internal resource library on alternatives products and best practices. REQUIRED QUALIFICATIONS, CAPABILITIES AND SKILLS * Graduate /Post graduate with at least years of Asset/Wealth Management experience in Investor Relations/Client Services with alternatives exposure (e.g., registered/private funds). * Communicate financial concepts clearly and confidently with clients and stakeholders. * Build strong client and internal partnerships with a deep understanding of servicing needs. * Collaborate effectively across global teams with cultural awareness and adaptability. * Demonstrate strong attention to detail, follow-through, flexibility, and excellent communication skills. * Apply critical thinking to analyze, synthesize, and interpret data to inform actions and decisions. PREFERRED QUALIFICATIONS, CAPABILITIES AND SKILLS * Have experience working with fund administrators and/or transfer agents. * Leverage automation tools (e.g., Alteryx) and programming (e.g., Python) to streamline workflows and reporting. 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. 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 managing the end-to-end client servicing lifecycle for alternatives investors, including onboarding, ongoing support, and offboarding. The associate will also resolve escalated issues, ensure adherence to investment guidelines and KYC policies, and drive process improvements through automation.