Transfer Agency

**JOB DESCRIPTION**

**Responsibilities**:
As the Transfer Agency (TA) Client & Investor Services Analyst you will:

- Build a stable, senior relationship with the TA Operations Service Delivery Manager to support key interactions with investors and clients
- Handle TA investor service enquiries and complaints in a timely and efficient manner
- Possess solid understanding of the clients culture
- Proactively engage the TA Operations Service Delivery Manager for effective communication including using operational knowledge to take end
- to-end ownership for issue resolution
- Keep necessary controls to meet service delivery standards in relation to the handling of investor enquiries
- Use understanding of TA Operations to proactively lead quality service delivery improvements
- Maintain an effective, interactive relationship with internal TA Operations Manager

**Required qualifications, capabilities and skills**:

- **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 customization
- **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 product & business knowledge, including significant experience (5+ years) working in a TA/CS operations, 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

**Preferred qualifications, capabilities and skills**:

- **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
- **Coordinating with Others**:Results Focus: Takes ownership and responsibility. Ability deal with issues on a local and regional business level

**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.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.