TA Client & Investor Servicing Associate

JPMorgan Chase

  • Luxemburg Senningerberg, Luxemburg
  • Unbefristet
  • Vollzeit
  • 3 Stunden her
Job Description:

Role Description:

This client-facing role is in the EMEA TA CIS team based in Luxembourg, partnering closely with the Client Services (CS) team as the TA primary point of contact for a J.P. Morgan Bank Fund Client. The role serves as a communication point for the Client on all TA-related matters, and also acts as the primary owner of the oversight function for the Client.

The Transfer Agency CIS member will;
  • Build a stable, senior relationship with the Client to support key interactions and seamless communication and escalation
  • Be involved in the end-to-end TA service delivery
  • Take primary responsibility for the oversight of the Client
  • Actively participate in the on-boarding activity of the Client
  • Possess solid understanding of the clients culture
  • Proactively engage the Client for effective planning including using operational knowledge to take end- to-end ownership and oversight for issue resolution and influencing of TA deliverables
  • Use understanding of TA Operations to proactively lead quality service improvements
  • Maintain an effective, interactive relationship with internal partners including, but not limited to: Fund Accounting, CS, Relationship Management, Technology, Product Development and other JPM Products (TSS, Custody, etc.) Work with the entire JPM team 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
Key Responsibilities of the Transfer Agency CIS Team:
  • Act as the primary Client-facing Subject Matter Expert (SME) for TA service delivery
  • Own the TA 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
  • Own and facilitate the Client TA complaints and reporting processes
  • Communicate awareness of Client(s)' overall CIB operating model including any upcoming changes that could affect TA
  • Maintain Client TA service documents: Service Level Delivery, Service Plan, Monthly KPIs, Monthly CIS Client TA Footprint, and Issue Log
  • Partner closely with Product & Tech to support Client projects, assess impacts, consolidate TA feedback and requirements for change management
  • Partner closely with CS to co-ordinate, chair, and provide input for all Client TA related operational service reviews, meetings, internally and externally, including visits to the Client as required
  • 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
  • Support client training requirements including maximizing self-service opportunities
  • Evaluates data trends to identify improvement opportunities and associated issues and risks
Skills/Competencies:
  • 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
  • People Management: lead and motivate others to deliver results; people managers need performance management advanced skills
  • 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
  • Cognitive Flexibility: Comfortable with change, ambiguity, debate, conflict and informed risk taking
Required Experience:
  • Languages: Demonstrates strong command of English, other European languages advantageous
  • 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 effectively manage client expectations, delivering results
  • Business Knowledge: Demonstrates strong knowledge of TA processes (5+ years), in addition to significant experience (5+ years) working in a TA/CS operations environment, able to demonstrate an in depth understanding of end-to-end operational processes.
  • Controls Focus: Proven record of ability to collaborate in optimal operations controls & workflow analysis
  • Leadership: Proven skills in operations roadmap planning and deliveries whilst managing conflicting objectives
  • 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
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team: The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

JPMorgan Chase