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About the Role

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. You will work in partnership with multiple stakeholders to form a dedicated service team for each assigned client.

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 the client’s relationships with other asset managers and consultants.
• Proactively identify client experience improvements and efficiencies and drive the plan to implement changes.
• Participate in client meetings and events, 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, templates, and outline data requirements for MIS/KPI reporting.

Requirements

• 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 – ability to analyze, synthesize and interpret data.

Skills

• Series 7
• Series 63

Education Level

• Undergraduate degree

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About the Company

• 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.
• 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.

Equal Opportunity

• 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.
• JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans