CIB - Fund Servicing Associate II - Transfer Agency Product Group

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

• 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

• 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

• Languages: German, French and other European languages advantageous