Asset Management - Alternatives Client Account Manager - Client Service - Associate

Job Description

Join J.P. Morgan Asset Management, where your expertise as a Client Account Manager will play a key role in delivering exceptional service to our valued clients.

 

Job Summary

As a Client Account Manager within J.P. Morgan Asset Management, you will be responsible for delivering an exceptional client experience for investors in Alternative strategies (e.g., Real Assets, Private Equity, Direct Lending, etc.) across institutional, intermediary, and Private Bank client channels. In this role, you will coordinate onboarding and ongoing servicing for fund investors, partnering with stakeholders across the organization to ensure timely, accurate, and high-quality client support.

 

Job Responsibilities

• Coordinate end-to-end onboarding and ongoing servicing for Alternatives investors, including client and third-party interactions; field inquiries, research requests, and coordinate appropriate responses.
• Support the servicing lifecycle for Alternatives, including (as applicable): subscriptions/closings support, onboarding documentation, notices, periodic reporting packages, and ad-hoc data requests.
• Participate in client meetings and events as appropriate; ensure strong preparation and disciplined follow-up/action item tracking.
• Support the creation and management of team policies/procedures and templates.
• Proactively identify client experience improvements and servicing efficiencies and drive initiatives to implement changes.
• Understand the broader client relationship with JPMorganChase, including global relationships and the client’s relationships with other asset managers and consultants.

 

Required Qualifications, Capabilities, and Skills

• Undergraduate degree required.
• Previous experience at an asset management firm; background in client service and institutional client base.
• Alternatives experience required, with demonstrated exposure to multiple Alternatives strategies (e.g., Real Assets, Private Equity, Direct Lending, etc.) in a client servicing context.
• 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, excellent follow-through, flexibility, and stellar grammar/English skills.
• Strong critical thinking skills (ability to analyze, synthesize, and interpret data).

 

Preferred Qualifications, Capabilities, and Skills

• Series 7 and Series 63
  
   

About Us

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 for more information about requesting an accommodation.

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

About the Team

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.​