Transfer Agency Client Delivery Associate
5 days ago
Be part of a team that values innovation, collaboration, and excellence.
As a Transfer Agency Client Delivery Associate within the O perations Service Delivery Team , you will be the primary senior point of contact for significant JPM clients, building stable relationships and ensuring seamless service delivery.
You will manage a team of professionals and act as the main communication source for escalations and updates.
Job Responsibilities: Serve as a key point of contact for clients within the segment.
Build and maintain stable senior relationships with clients to support key interactions and seamless escalation.
Communicate escalations, service updates, and progress updates to clients.
Maintain excellent relationships with internal partners, including Transfer Agency, Sales, Technology, Solutions, Custody, and Product Development.
Support global operations teams in delivering quality products through efficient issue resolution and proactive client engagement.
Conduct quality checks of exceptional processes completed by team members.
Ensure intraday cash flow prediction reports are issued to portfolio managers within agreed SLAs.
Utilize transfer agency operations knowledge to improve service quality.
Process investor payment instructions and requisite fund movements.
Handle investor transactions, including subscriptions, redemptions, switches, and transfers.
Required Qualifications, Capabilities, and Skills: Strong sense of ownership and responsibility.
Significant experience in Transfer Agency Operations and dealing with complex, demanding client organizations.
Strong organizational and time management skills.
Excellent client-facing skills.
Ability to drive results through leadership, communication, and influence.
Comfortable with change, ambiguity, debate, conflict, and informed risk-taking.
Ability to manage multiple streams of work concurrently.
Willingness to make decisions while ensuring stakeholder buy-in.
Ability to challenge and influence stakeholders for well-thought-out decisions.
Flexibility in managing working hours and delivering results under time pressure.
Preferred Qualifications, Capabilities, and Skills: Ability to interact efficiently with clients and manage client expectations.
Strong product and business knowledge, with a minimum of 5 years in transfer agency.
Excellence in designing optimal operations controls and workflow.
Strong written and verbal communication skills, with complementary presentation skills.
Proven track record in client servicing.
Comfortable working across all levels of the organization and bringing teams together to achieve results.
Extended hours/weekends may be required during integration/implementation of new business or systems, as well as during peak cycles (year-end, month-end).
About Us J.
P.
Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do.
We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.
To be considered for this role you will be redirected to and must complete the application process on our careers page.
To start the process click the Continue to Application or Login/Register to apply button below.
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