Asset Management – Alternatives Client Account Manager – Associate jobs in United States
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JPMorganChase · 15 hours ago

Asset Management – Alternatives Client Account Manager – Associate

JPMorganChase is a leading financial institution offering innovative financial solutions. They are seeking a Client Account Manager within Asset Management to deliver exceptional client experiences to institutional clients investing in Alternative strategies, working closely with sales and investment specialists.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Client service experienceFinancial concepts acumenCritical thinking skillsAsset management experienceSeries 7 certificationSeries 63 certificationEnglish communicationRelationship buildingProject managementAttention to detailFlexibility

Required

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

Series 7 and Series 63

Benefits

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

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase