Transfer Agency

Introductory market language

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers

Job Summary

As a Transfer Agency professional within our Investor Services team, you will play a key role in managing and enhancing our customer relationships. You will handle shareholder and fund promoter queries, send reports, release contract notes, and answer audit queries. Your focus will be on ensuring fast, accurate responses, routing complex queries, and coordinating with stakeholders. This role provides an excellent opportunity to develop your skills and contribute to our team's success.

Job Responsibilities 

• Build a strong relationship with the Transfer Agency Operations Oversight team for cooperation and escalation.
• Handle investor service inquiries efficiently.
• Understand client and investor cultures and fund structures.
• Proactively communicate with the Service Delivery Manager for issue resolution.
• Ensure controls meet service standards for investor inquiries.
• Adhere to procedures to mitigate risks and comply with regulations.
• Collaborate with internal managers and JPM Operations for quality service.

Required qualifications, capabilities and skills

• Demonstrate experience in the Financial Services/Funds industry (ideally Transfer Agency)
• Bachelors degree 
• Working knowledge of Microsoft Office products including Word, Excel Digital Solution tools and Outlook
• Team player, professional and proactive approach to work, positive attitude, remain poised under pressure, client service focus and ability to adapt to change
• Quickly understand technical, procedural and functional information to solve problems and deliver information to investors
• Client centricity with focus on high quality service delivery
• Demonstrate a keen eye for details; look for and mitigate inherent and residual risks
• Be able to work in a multi-cultural environment with virtual teams

Preferred qualifications, capabilities and skills

1. Systematically gather information, consider complexities, and involve others in problem-solving.
2. Anticipate and meet customer needs, enhancing satisfaction and relationships.
3. Adapt to fast-changing environments.
4. Improve processes, update procedures, and communicate changes while adhering to policies