Customer Success Associate | Tampa, FL, USA

Customer Success Associate Job Description 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 About Us JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.