JP Morgan Chase invited applications for the post Associate – Client Services – Alternatives Client Account Management
Qualifications
- MBA in Finance or Customer Relationship Management.
- 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.
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Responsibilities:
- Oversee and manage the entire client servicing lifecycle, including onboarding, day-to-day support, and off boarding for clients investing in alternative strategies.
- 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.
- Organize regular knowledge-sharing sessions and workshops to keep the team updated on the latest trends, products, and strategies in alternative investments.
JOB LOCATION: Mumbai, India
For more details and to apply, click here
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