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Job Description
Join our dynamic team as a Fund Servicing Specialist, where you'll play a crucial role in ensuring seamless transfer agency operations. You'll be at the forefront of processing tasks and resolving inquiries, contributing to our commitment to excellence. Your expertise will be pivotal in managing escalations and delivering exceptional service.
Job Summary
As a Fund Servicing Specialist within the Transfer Agency Team, you will oversee the delivery of transfer agency operations, ensuring efficient processing and resolution of inquiries. You will act as the primary contact for escalations, maintaining high standards of service. Your role will involve collaboration with various internal teams to ensure timely transaction processing and exception resolution.
Job Responsibilities:• Process and validate tasks, investigate and resolve breaks per established procedures• Collaborate with internal transfer agency teams to process transactions and resolve exceptions promptly• Respond to and resolve client inquiries efficiently• Understand Risk Management to manage issues and exceptions above materiality thresholds• Handle day-to-day queries within timelines and escalate issues as needed• Attend and lead internal partner meetings to meet or exceed expectations; ensure follow-up resolution• Engage actively in team projects• Drive continuous improvement initiatives within the team• Ensure compliance with regulatory requirements and company policies• Facilitate training and development for team members• Monitor and report on key performance indicators
Required Qualifications, Capabilities, and Skills:• Demonstrate expertise in Transfer agency, reconciliation, trades & settlements, KYC/AML, or financial markets product knowledge• Exhibit strong analytical and problem-solving skills, driving change and enhancing controls• Be a self-starter with quick learning ability• Communicate effectively with strong oral and written skills, linking strategic messages to goals• Manage relationships and partnerships with various constituents, promoting change by influence• Lead with proven ability to manage by influence for change• Identify and escalate issues proactively
Preferred Qualifications, Capabilities, and Skills:• Hold a Bachelor's degree or equivalent• Show proficiency in advanced financial analysis• Display adeptness in project management• Demonstrate expertise in regulatory compliance• Exhibit strong negotiation skills• Possess advanced technical skills• Show capability in strategic planning
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join our dynamic team as a Fund Servicing Specialist, where you'll play a crucial role in ensuring seamless transfer agency operations. You'll be at the forefront of processing tasks and resolving inquiries, contributing to our commitment to excellence. Your expertise will be pivotal in managing escalations and delivering exceptional service.
Job Summary
As a Fund Servicing Specialist within the Transfer Agency Team, you will oversee the delivery of transfer agency operations, ensuring efficient processing and resolution of inquiries. You will act as the primary contact for escalations, maintaining high standards of service. Your role will involve collaboration with various internal teams to ensure timely transaction processing and exception resolution.
Job Responsibilities:• Process and validate tasks, investigate and resolve breaks per established procedures• Collaborate with internal transfer agency teams to process transactions and resolve exceptions promptly• Respond to and resolve client inquiries efficiently• Understand Risk Management to manage issues and exceptions above materiality thresholds• Handle day-to-day queries within timelines and escalate issues as needed• Attend and lead internal partner meetings to meet or exceed expectations; ensure follow-up resolution• Engage actively in team projects• Drive continuous improvement initiatives within the team• Ensure compliance with regulatory requirements and company policies• Facilitate training and development for team members• Monitor and report on key performance indicators
Required Qualifications, Capabilities, and Skills:• Demonstrate expertise in Transfer agency, reconciliation, trades & settlements, KYC/AML, or financial markets product knowledge• Exhibit strong analytical and problem-solving skills, driving change and enhancing controls• Be a self-starter with quick learning ability• Communicate effectively with strong oral and written skills, linking strategic messages to goals• Manage relationships and partnerships with various constituents, promoting change by influence• Lead with proven ability to manage by influence for change• Identify and escalate issues proactively
Preferred Qualifications, Capabilities, and Skills:• Hold a Bachelor's degree or equivalent• Show proficiency in advanced financial analysis• Display adeptness in project management• Demonstrate expertise in regulatory compliance• Exhibit strong negotiation skills• Possess advanced technical skills• Show capability in strategic planning
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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