Senior Transfer Agency Professional
5 days ago
In J.P. Morgan's Commercial & Investment Bank, we provide strategic advice, raise capital, manage risk, and extend liquidity in markets around the world.
We are looking for a skilled Transfer Agency Client Delivery Associate to join our team in Dublin and contribute to delivering quality products and services to our clients.
This role offers a unique opportunity to develop your skills and expertise in transfer agency operations, client relationship management, and teamwork.
Key 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
Requirements:
- 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
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.
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.
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