Transfer Agency Client Servicing Analyst
il y a 1 semaine
Role Description:
This client-facing role is in the EMEA Transfer Agency (TA) Operational Service Delivery (OSD) team based in Luxembourg and partners closely with the Operations Service Delivery team as the TA primary point of contact for J.P.
In this role, you will serve as the main communication point for the Investors on all TA-related matters, with special focus on TA Dealing, as well as issue escalation, service and progress updates.
You will also act as the main owner for the TA Dealing Investor Services enquiries.**Job responsibilities: - Act as the primary Client and Investor-facing Subject Matter Expert (SME) for TA service delivery
- Proactively engage the TA Operations Service Delivery Manager for effective communication including using operational knowledge to take end
- Handle TA investor service enquiries in a timely and efficient manner Own the TA processes and coordinate endtoend actions with the broader TA team to preempt (if possible) and manage/resolve issues, inquiries and improvements consistent with Client SLD's ensuring timely communication to the client
- Partner closely with Operations Service Delivery to coordinate and provide input for all Client and Investor TA related operational service reviews, meetings, internally and externally.
- Identify, plan, and deliver solutions for TA services gaps in coordination 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
Complex Problem Solving Skills:Strong analytical, problem solving and process re-engineering skills
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Critical Thinking:Ability to look at the bigger picture and see many inputs and outputs objectively, evaluate and propose a solution
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Creativity:Intuitive multi-tasker who can manage multiple streams of work concurrently using various resources and thinking outside the box
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Coordinating with Others:
Results Focus:
Takes ownership and responsibility. Ability deal with issues on a local and regional business level
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Emotional Intelligence:Towards others and self; Resilient. highly motivated, energetic self-starter, who finds solutions
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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
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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
**Preferred qualifications, capabilities and skills: -
Languages:Demonstrates strong command of English, other European languages advantageous
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Organization:Demonstrates agility in dealing with highly complex, demanding client organizations
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Investor Service:Solid track record of interacting efficiently with and effectively manage the Client and Investor's expectations, delivering results.
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Business Knowledge: Demonstrates strong product & business knowledge, including significant experience (3+ years) working in a TA/CS operations, able to demonstrate an in depth understanding of end-to-end operational processes
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 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.
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