Asset Management - Client Service Delivery Associate - Senior Associate

Location: New York, NY, United States

Job Family: Client Service

About the Role

At JPMorgan Chase, we are at the forefront of redefining asset management, and as a Client Service Delivery Associate - Senior Associate in our New York office, you will play a pivotal role in shaping exceptional client experiences. This position within the Asset Management division focuses on delivering innovative, client-centric solutions to institutional investors, high-net-worth individuals, and financial advisors. You will collaborate with cross-functional teams to ensure seamless service delivery, from onboarding to ongoing portfolio support, while driving operational excellence in a dynamic financial services environment. Your contributions will help set new industry standards, leveraging JPMorgan Chase's global resources to enhance client satisfaction and loyalty. Key to this role is your ability to act as a trusted advisor, resolving complex inquiries related to investment performance, transaction processing, and customized reporting. You will utilize advanced tools and analytics to provide actionable insights, ensuring compliance with stringent regulatory frameworks like those from the SEC. By fostering strong relationships and anticipating client needs, you will contribute to business growth and innovation, such as implementing digital platforms that streamline interactions. This senior-level position demands a proactive approach to process improvements, where your expertise in asset management products—including equities, fixed income, and alternatives—will directly impact client outcomes. Joining JPMorgan Chase means being part of a world-class team committed to integrity, innovation, and inclusion. In this role, you will have opportunities for professional growth through mentorship, training, and exposure to high-impact projects. If you thrive in a fast-paced setting and are passionate about elevating client service in the financial industry, this position offers a platform to make a meaningful difference while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Serve as the primary point of contact for asset management clients, ensuring seamless service delivery and addressing inquiries promptly
• Collaborate with portfolio managers and investment teams to provide tailored client reporting and performance updates
• Drive innovation in client experiences by identifying opportunities to leverage technology and digital tools at JPMorgan Chase
• Monitor and resolve client issues related to account management, transactions, and compliance in the asset management space
• Develop and maintain strong relationships with institutional clients, high-net-worth individuals, and intermediaries
• Contribute to the creation of service standards and best practices to elevate the overall client journey
• Analyze client feedback to recommend enhancements in service delivery processes
• Ensure adherence to regulatory requirements and internal policies in all client interactions
• Support business development efforts by providing insights on client needs and market trends
• Participate in cross-functional projects to integrate new asset management products into client portfolios

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in client service, relationship management, or operations within the asset management or financial services industry
• Strong understanding of asset management products, including mutual funds, ETFs, and alternative investments
• Proven track record of delivering exceptional client experiences in a high-volume, fast-paced environment
• Excellent communication skills with the ability to interact with institutional and high-net-worth clients
• Proficiency in financial regulations such as SEC guidelines and anti-money laundering (AML) requirements
• Ability to work collaboratively in a team-oriented setting at a global financial institution like JPMorgan Chase

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) or relevant certifications like CFA or CFP
• Experience with JPMorgan Chase systems or similar enterprise platforms in asset management
• Prior exposure to digital client servicing tools and CRM systems like Salesforce
• Knowledge of global markets and cross-border client servicing in the financial sector
• Demonstrated leadership in process improvement initiatives within financial services

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (SEC, FINRA)
• Proficiency in Microsoft Office Suite (Excel, PowerPoint)
• Data analysis and interpretation
• Problem-solving and issue resolution
• Strong verbal and written communication
• Attention to detail and accuracy
• Time management in a deadline-driven environment
• Team collaboration and leadership
• Knowledge of asset management software (e.g., Aladdin platform)
• Customer service orientation
• Adaptability to changing market conditions
• Project management skills
• Digital tool proficiency (CRM, client portals)

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan Chase's internal training
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and hybrid office options in New York

JP Morgan Chase is an equal opportunity employer.