Customer Success Associate
JPMorgan Chase & Co., Tampa, FL, United States
Job Description
As an
Investor Relations Associate , in Alternative Fund Services Investor Relations department, you will lead the delivery of investor relations services to clients across Alternative Investment Services. You will work closely together with senior team members to ensure client service excellence, lead in day‑to‑day operations, and contribute to process improvements. This role is ideal for candidates with knowledge and seek to grow their career in alternative investment servicing, with a passion on growth, leadership, teamwork, and operational efficiency.
The Role entails from capturing, reviewing subscriptions and redemptions, cash management, reviewing KYC/AML, and support internal departments to service client base and implement change to deliver the best results for our business. As part of the talented team, you will continue to develop your career, learn about Relations and be Audit Ready at all times.
Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.)
Serve as the main contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately
Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes; ensure all work is ‘Always Audit Ready’
Produce and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
Take on and complete ad‑hoc reporting as necessary such as the preparation of board reports, system extracts, K‑1 distribution, audit requests, etc.
Manage the final signoff process for investor transactions and resolve any outstanding documentation, including KYC/AML documents
Follow JPMorgan's established processes and procedures and modify/iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk
Required qualifications, capabilities, and skills
Minimum 3 years’ experience
in the Financial Services industry, preferably experience with a Fund Administrator, Hedge Fund, or Private Equity Fund
Master’s degree in finance, economics, accounting or any relevant field
Dedicated to superior client service and able to remain poised under pressure
Team player, professional and proactive approach to work, positive attitude
Very strong communication skills both oral and written
Excellent interpersonal skills
Ability to work with a high level of precision in a fast‑paced, deadline‑driven environment
Ability to collaborate and solve problems that involve multiple stakeholders
Ability to work independently with strong follow‑through
Preferred qualifications, capabilities, and skills
Microsoft Office expertise: advanced proficiency in Word, Excel (VLOOKUPs, pivots), and Outlook
Client service focus: anticipate client needs, build strong internal/external partnerships, and continuously improve satisfaction
Risk and control discipline: highly detail‑oriented; identify, assess, and mitigate inherent and residual risks
Adaptability and resilience: perform effectively amid shifting priorities, ambiguity, and fast‑paced change
Learning agility: quickly absorb technical, procedural, and functional concepts to support clients and investors
Effective communication: active listener who communicates clearly and addresses stakeholder questions and concerns
Analytical and collaborative problem‑solving: gather and synthesize information, identify root causes, and engage partners to deliver solutions
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As an
Investor Relations Associate , in Alternative Fund Services Investor Relations department, you will lead the delivery of investor relations services to clients across Alternative Investment Services. You will work closely together with senior team members to ensure client service excellence, lead in day‑to‑day operations, and contribute to process improvements. This role is ideal for candidates with knowledge and seek to grow their career in alternative investment servicing, with a passion on growth, leadership, teamwork, and operational efficiency.
The Role entails from capturing, reviewing subscriptions and redemptions, cash management, reviewing KYC/AML, and support internal departments to service client base and implement change to deliver the best results for our business. As part of the talented team, you will continue to develop your career, learn about Relations and be Audit Ready at all times.
Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.)
Serve as the main contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately
Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes; ensure all work is ‘Always Audit Ready’
Produce and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
Take on and complete ad‑hoc reporting as necessary such as the preparation of board reports, system extracts, K‑1 distribution, audit requests, etc.
Manage the final signoff process for investor transactions and resolve any outstanding documentation, including KYC/AML documents
Follow JPMorgan's established processes and procedures and modify/iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk
Required qualifications, capabilities, and skills
Minimum 3 years’ experience
in the Financial Services industry, preferably experience with a Fund Administrator, Hedge Fund, or Private Equity Fund
Master’s degree in finance, economics, accounting or any relevant field
Dedicated to superior client service and able to remain poised under pressure
Team player, professional and proactive approach to work, positive attitude
Very strong communication skills both oral and written
Excellent interpersonal skills
Ability to work with a high level of precision in a fast‑paced, deadline‑driven environment
Ability to collaborate and solve problems that involve multiple stakeholders
Ability to work independently with strong follow‑through
Preferred qualifications, capabilities, and skills
Microsoft Office expertise: advanced proficiency in Word, Excel (VLOOKUPs, pivots), and Outlook
Client service focus: anticipate client needs, build strong internal/external partnerships, and continuously improve satisfaction
Risk and control discipline: highly detail‑oriented; identify, assess, and mitigate inherent and residual risks
Adaptability and resilience: perform effectively amid shifting priorities, ambiguity, and fast‑paced change
Learning agility: quickly absorb technical, procedural, and functional concepts to support clients and investors
Effective communication: active listener who communicates clearly and addresses stakeholder questions and concerns
Analytical and collaborative problem‑solving: gather and synthesize information, identify root causes, and engage partners to deliver solutions
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