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Chase · 11 hours ago

Asset Management – Alternatives Client Account Manager – Associate

390 Madison Ave, New York, NY, 10017, US

Full-time

Onsite

New Grad, Entry Level

$86K/yr - $150K/yr

Chase, a leading financial institution, is seeking a Client Account Manager to deliver exceptional service to institutional clients investing in alternative strategies. The role involves coordinating client onboarding, identifying improvements in client experience, and participating in client meetings while working closely with internal stakeholders.

BankingFinancial Services

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 skillsSeries 7Series 63Relationship managementEnglish communicationProject managementAttention to detail