Sr. Customer Success Associate

Investor Relations Associate – Overview As an Investor Relations Associate in the Alternative Fund Services Investor Relations department, you will lead the delivery of investor relations services to clients across Alternative Investment Services. You will work closely with senior team members to ensure client service excellence, lead day‑to‑day operations, and contribute to process improvements. This role is ideal for candidates who want to grow their career in alternative investment servicing and who have a passion for growth, leadership, teamwork, and operational efficiency. The role entails capturing and reviewing subscriptions, redemptions, cash management, KYC/AML, and supporting internal departments to service the client base and implement change to deliver the best results for our business. You will continue to develop your career, learn about Investor Relations, and be “Audit Ready” at all times. Job Responsibilities Work on a team of individuals to ensure accurate and timely processing of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.) Serve as the main contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes; ensure all work is ‘Always Audit Ready’ Produce and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports Take on and complete ad‑hoc reporting as necessary such as the preparation of board reports, system extracts, K‑1 distribution, audit requests, etc. Manage the final sign‑off process for investor transactions and resolve any outstanding documentation, including KYC/AML documents Follow JPMorgan's established processes and procedures and modify or iterate processes to continually improve accuracy, reduce redundancy, and mitigate risk Required Qualifications, Capabilities, and Skills Minimum 5 years’ experience in the Financial Services industry, preferably with a Fund Administrator, Hedge Fund, or Private Equity Fund Master’s degree in finance, economics, accounting, or any relevant field Dedicated to superior client service and able to remain poised under pressure Team player with a professional and proactive approach to work and a positive attitude Very strong communication skills, both oral and written Excellent interpersonal skills Ability to work with a high level of precision in a fast‑paced, deadline‑driven environment Ability to collaborate and solve problems that involve multiple stakeholders Ability to work independently with strong follow‑through Preferred Qualifications, Capabilities, and Skills Microsoft Office expertise: advanced proficiency in Word, Excel (VLOOKUPs, pivots), and Outlook Client‑service focus: anticipate client needs, build strong internal/external partnerships, and continuously improve satisfaction Risk and control discipline: highly detail‑oriented; identify, assess, and mitigate inherent and residual risks Adaptability and resilience: perform effectively amid shifting priorities, ambiguity, and fast‑paced change Learning agility: quickly absorb technical, procedural, and functional concepts to support clients and investors Effective communication: active listener who communicates clearly and addresses stakeholder questions and concerns Analytical and collaborative problem‑solving: gather and synthesize information, identify root causes, and engage partners to deliver solutions Equal Employment Opportunity Statement JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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 for more information about requesting an accommodation. #J-18808-Ljbffr JPMorganChase