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Asset Management – Alternatives Client Account Manager – Associate
mid · Asset Management
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. In this role you will work in partnership with multiple stakeholders at varying levels of the organization to form a dedicated service team for each assigned client.
Job 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 client’s relationships with other asset managers and consultants.
- Proactively identify client experience improvements and efficiencies and driving the plan to implement changes.
- Participate in client meetings and events as appropriate (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 as well as templates and outline data requirements for MIS/KPI reporting.
Required qualifications, capabilities, and skills
- 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 – i.e. ability to analyze, synthesize and interpret data, etc.
Preferred qualifications, capabilities, and skills
- Series 7 and Series 63