Job Description

Job Description

Elevate the customer journey by translating product insights into lasting relationships and harness your expertise in proactive collaborations, onboarding, and product evolution.

As a Customer Success Manager in Alternative Funds Services AML/KYC team, you develop and maintain customer relationships that make our product value propositions a reality. Build and maintain strong relationships with our customers and understand their individual needs and goals as a core contributor of the team. 

Job responsibilities

• Lead our team of AML/KYC specialists, who gather, review and maintain required Anti-Money Laundering (AML) / Know Your Customer (KYC) information and legal documentation to meet regulatory and internal guidelines
• Ensure KYC information is accurate in order to meet client production targets while maintaining appropriate service levels and meeting client KPIs
• Facilitate client due diligence while coordinating with other JPM stakeholders who have client commitments
• Discuss and escalate complex issues surrounding client/investor types and structures, and other AML risk-related issues with Compliance partners
• Review data integrity and perform quality review of new and existing AML profiles
• Identify opportunities to improve processes and tools through engagement with transformation partners
• Guide customers through the onboarding process, leveraging a deep understanding of our products and their capabilities, including new features and other enhancements
• Track key success metrics and provides data and feedback to the Product team to inform new features and priorities

Required qualifications, capabilities, and skills

• Demonstrated ability to influence product adoption and customer retention
• Excellent communication and interpersonal skills with the ability to effectively engage and influence stakeholders across all levels
• Proven ability to learn new technologies and teach it to others

Preferred qualifications, capabilities, and skills

• Alternative Investment Funds legal documentation requirements and understanding 
• 10+ years of experience or equivalent expertise in Anti-Money Laundering/Know Your Customer or Compliance roles, preferably within Alternative Funds Services

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.

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