Transfer Agency Operations Service Delivery
il y a 7 jours
**JOB DESCRIPTION**
As our new Vice President, you will step into an exciting client-facing role based in Luxembourg that partners closely with the Client Services team as the Transfer Agency primary point of contact for J.P. Morgan Bank Fund Clients. This role serves as the main communication point for the Client(s) on all Transfer Agency-related matters such as issue escalation, service and progress updates and acts as the main owner for the overall Client Transfer Agency service delivery.
**Job responsibilities**
- Build a stable, senior relationship with the Client to support key interactions and seamless communication and escalation
- 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
- 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
- Own and maintain Client TA service documents: Service Level Delivery, Service Plan, Monthly KPIs and Issue Log
- Own the TA processes and coordinate end-to-end actions with the broader TA team to pre-empt (if possible) and manage/resolve issues, enquiries, and improvements consistent with Client SLD’s ensuring timely communication to the client
- Identify and work towards opportunities to improve client behaviour, effectiveness, and efficiency of operational processes
**Required qualifications, capabilities, and skills**
- Business Knowledge: Demonstrates strong product & business knowledge, including significant experience (10+ years) working in TA Operations, able to demonstrate an in depth understanding of end-to-end operational processes
- 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
- 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
- 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
- Organization: Demonstrates agility in dealing with highly complex, demanding client organizations
- Negotiation: Advanced influencing/partnering skills: working on own, within a team, and through others
**Preferred qualifications, capabilities, and skills**
- Business Knowledge: 5+ years’ experience in a similar role as senior client manager with in-depth understanding of TA Operations.
- Communication: 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
- Leadership: Proven skills in operations roadmap planning and deliveries whilst managing conflicting objectives
**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 mark
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