CIB - Fund Servicing Associate II - Transfer Agency Product Group

5-8 years
8 days ago
Job Description

Job Description :

As Fund Servicing Associate II for the Transfer Agency Client & Investor Services Group, you will:

  • Build a stable, senior relationship with the Transfer Agency (TA) Client and Investor Services (CIS) manager to support key interactions with investors and clients for the call backs
  • Handle investor service enquiries in a timely and efficient manner
  • Possess solid understanding of the clients culture
  • Proactively engage the TA CIS Manager for effective communication including using operational knowledge to take end- to-end ownership for issue resolution
  • Keep necessary controls to meet service delivery standards in relation to the handling of client and investor enquiries
  • Use understanding of TA Operations to proactively lead quality service delivery improvements
  • Maintain an effective, interactive relationship with internal TA Operations Managers
  • Work with the entire JPM TA Operations to ensure an excellent quality standard service delivery
  • Be interested in working in a fast paced, dynamic environment and taking an active role in key initiatives

Job Responsibilities of the Transfer Agency Client & Investor Service's Team:
  • Act as the primary Subject Matter Expert (SME) for the call back process
  • Own the call back processes and coordinate end-to-end actions with the broader TA team to pre-empt (if possible) and manage/resolve issues, inquiries and improvements consistent with Client SLD's ensuring timely communication to the client
  • Identify, plan, and deliver solutions for TA services gaps in co-ordination with the operational groups, including regulatory requirements and control needs.
  • Identify and work towards opportunities to improve client behaviour, effectiveness and efficiency of operational processes
  • Evaluate data trends to identify improvement opportunities and associated issues and risks

Required qualifications, capabilities, and skills:
  • Complex Problem Solving Skills: Strong analytical, problem solving and process re-engineering skills
  • Critical Thinking: Ability to look at the bigger picture and see many inputs and outputs objectively, evaluate and propose a solution
  • Creativity: Intuitive multi-tasker who can manage multiple streams of work concurrently using various resources and thinking outside the box
  • Coordinating with Others: Results Focus: Takes ownership and responsibility. Ability deal with issues on a local and regional business level
  • Emotional Intelligence: Towards others and self Resilient. highly motivated, energetic self-starter, who finds solutions
  • Judgement & Decision Making: Willingness to make decisions, while ensuring buy-in from key stakeholders. Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective
  • Service Orientation: Adaptive Client and Communication skills: ability to present information in different degrees of detail and form depending on the audience interpret client requests and propose solutions
  • Negotiation: Advanced influencing/partnering skills: working on own, within a team, and through others
  • Languages: Demonstrates strong command of English.
  • Cognitive Flexibility: Comfortable with change, ambiguity, debate, conflict and informed risk taking
  • Organization: Demonstrates agility in dealing with highly complex, demanding client organizations
  • Communication: Demonstrates familiarity with client report writing and customisation
  • Prioritization: Demonstrates strong organizational and time management skills
  • Client Service: Solid track record of interacting efficiently with clients and investors, effectively manage client expectations, delivering results
  • Business Knowledge: Demonstrates strong product & business knowledge, including significant experience (5+ years) working in a TA AML/KYC environment, able to demonstrate an in depth understanding of end-to-end operational processes with account onboarding and similar reference data processes
  • Controls Focus: Proven record of ability to collaborate in optimal operations controls & workflow analysis
  • Communication: Demonstrates strong written and verbal communication skills with complimentary presentation and report writing skills (clear, concise, relevant and accurate)
  • Team Player: Demonstrates comfort working across all levels of the organisation and has track record of bringing teams together to achieve results

Preferred qualifications, capabilities, and skills:
  • Languages: German, French and other European languages advantageous

JPMorgan Chase Bank, N.A., doing business as Chase Bank or often as Chase, is an American national bank headquartered in New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase

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