You are a strategic thinker passionate about driving solutions in “Client Account Management". You have found the right team

As an Associate - Client Services - Alternatives Client Account Management within our dynamic team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment

Job Responsibilities

Oversee and manage the entire client servicing lifecycle, including onboarding, day-to-day support, and offboarding for clients investing in alternative strategies. Field inquiries from Bankers, Client Advisors, HNW Investors & internal stakeholders regarding JPM’s Alternative investment offerings Research, follow-up and resolve escalated client issues and problems through effective interaction with bankers, product partners, operations areas, and other partners in a timely and professional manner Serve as the point of contact for clients, addressing inquiries and providing timely updates on account status. Monitor client accounts to ensure compliance with investment guidelines and company policies, including KYC and tax refreshes Implement a comprehensive tracking system to ensure all client queries are systematically logged, monitored, and addressed in a timely manner Develop and maintain Standard Operating Procedures (SOPs) and manuals for client servicing and onboarding across various alternative strategies. Participate in projects and initiatives aimed at enhancing client experience and operational efficiency. Identify opportunities to enhance the client experience by improving response times through automation and process refinement. Organize regular knowledge-sharing sessions and workshops to keep the team updated on the latest trends, products, and strategies in alternative investments. Create and maintain a internal resource library with best practices to ensure superior Client Service delivery

Required qualifications, capabilities and skills

Graduate or postgraduate degree, an MBA in Finance or Customer Relationship Management. At least 6 years of experience Asset/Wealth Management with a background in Investor Relations/Client Services and a focus on Alternative products (ex: registered funds, private funds) Experience working with fund administrator / transfer agents  Strong business acumen and ability to communicate financial concepts confidently and intelligently Ability to develop strong client and internal relationships and a deep understanding of client servicing needs Ability to work independently and manage multiple projects across business areas to achieve result. Highly attentive, with excellent follow-through, flexibility, and exceptional grammar and English skills Strong critical thinking skills, including the ability to analyze, synthesize, and interpret data

Preferred qualifications, capabilities and skills

Proficiency and experience in automating processes using tools such as Alteryx and programming languages like Python is highly desirable