Transfer Agency

6 days ago


Bengaluru Karnataka, India JPMorganChase Full time

**JOB DESCRIPTION** Introductory market language**

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

**Job Summary**

As an Investor Services professional within the Transfer Agency, you will play a key role in handling shareholder and fund promoter queries, sending reports, releasing contract notes, and answering audit queries. You will ensure fast, accurate responses, route complex queries, and coordinate with stakeholders. This role provides an opportunity to build strong relationships with the Transfer Agency Operations Oversight team and to contribute to the delivery of outstanding customer service.

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

**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.


  • Transfer Agency

    1 month ago


    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** **Responsibilities**: - Develop a relationship with the Transfer Agency Operations Oversight team to ensure effective collaboration and escalation when needed. - Address Transfer Agency investor service inquiries promptly and efficiently. - Have a thorough understanding of the client's/investor's culture and relevant fund structures. -...

  • Transfer agency

    4 weeks ago


    Bengaluru, India Acuity Knowledge Partners Full time

    We have openings for Transfer Agency Profile.Location: BangaloreNotice: Immediate or 15 daysKey Responsibilities:Responsible for handling transfer requests, production and distribution of reportsAct as point of contact for queries raised from the Client Operations group by way of day-to-day inbox management as well as direct contact.Respond to client queries...

  • Transfer Agency

    4 weeks ago


    Bengaluru, India Acuity Knowledge Partners Full time

    We have openings for Transfer Agency Profile.Location: BangaloreNotice: Immediate or 15 daysKey Responsibilities:Responsible for handling transfer requests, production and distribution of reportsAct as point of contact for queries raised from the Client Operations group by way of day-to-day inbox management as well as direct contact.Respond to client queries...

  • Transfer Agency

    4 weeks ago


    Bengaluru, India Acuity Knowledge Partners Full time

    We have openings for Transfer Agency Profile. Location: Bangalore Notice: Immediate or 15 days Key Responsibilities: Responsible for handling transfer requests, production and distribution of reports Act as point of contact for queries raised from the Client Operations group by way of day-to-day inbox management as well as direct contact. Respond to...

  • Transfer Agency

    4 weeks ago


    Bengaluru, India Acuity Knowledge Partners Full time

    We have openings for Transfer Agency Profile.Location: Bangalore Notice: Immediate or 15 days Key Responsibilities: Responsible for handling transfer requests, production and distribution of reportsAct as point of contact for queries raised from the Client Operations group by way of day-to-day inbox management as well as direct contact.Respond to client...

  • Transfer Agency

    4 weeks ago


    Bengaluru, India Acuity Knowledge Partners Full time

    We have openings for Transfer Agency Profile.Location: Bangalore Notice: Immediate or 15 days Key Responsibilities: Responsible for handling transfer requests, production and distribution of reportsAct as point of contact for queries raised from the Client Operations group by way of day-to-day inbox management as well as direct contact.Respond to client...


  • Bengaluru, Karnataka, India Acuity Knowledge Partners Full time

    Job Description: We are looking for an energetic professional, who is passionate about working on data reporting process. You will work closely with leading global asset manager and their Client Operations group. We work as an extension client’s Client Operations group in completing day-to-day activities/deliverables, ensure quality and timeliness are...


  • Bengaluru, Karnataka, India LRI Invest Full time

    Description Transfer Agency Trade Processing Team Business - Dealing Role Title - AVP Location - Pune/ Bangalore/ Hyderabad/Mumbai The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and...


  • Bengaluru, Karnataka, India LRI Invest Full time

    Description - Transfer Agency Trade Processing TeamBusiness - DealingRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousFund management companies covering the full range of shareholder servicingfunctions including Transaction processing, Reporting, AML and...

  • Transfer Agency

    3 months ago


    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** Job Summary** As an Investor Services professional you will be a team member handing shareholder and fund promoter queries, sends reports, releases contract notes, and answers audit queries. They ensure fast, accurate responses, route complex queries, and coordinate with stakeholders **Responsibilities**: - Build a strong relationship...


  • Bengaluru, Karnataka, India Acuity Knowledge Partners Full time

    About UsAcuity Knowledge Partners is a leading provider of business services and solutions.Job DescriptionWe are seeking an experienced Transfer Agency Specialist to join our team. In this role, you will be responsible for handling transfer requests, production, and distribution of reports.You will act as the point of contact for queries raised from the...


  • Bengaluru, Karnataka, India Acuity Knowledge Partners Full time

    Job SummaryWe are seeking a highly skilled Transfer Agency Specialist to join our team at Acuity Knowledge Partners. This is an excellent opportunity for a motivated professional to take on a challenging role and contribute to the growth of our organization.Location: Bangalore, IndiaEstimated Salary: ₹1,200,000 - ₹1,800,000 per annumJob DescriptionIn...

  • Transfer Agency

    7 months ago


    Bengaluru, India LRI Invest S.A. Full time

    -Transfer Agency Payment Processing Team Business - Global Payments - Transfer Agency Role Title - Associate/ Senior Associate Location Pune/ Bangalore/Mumbai/Hyderabad The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including...


  • Bengaluru, India Acuity Knowledge Partners Full time

    We have openings for Transfer Agency Profile.Location: BangaloreNotice: Immediate or 15 daysKey Responsibilities:- Responsible for handling transfer requests, production and distribution of reports- Act as point of contact for queries raised from the Client Operations group by way of day-to-day inbox management as well as direct contact.- Respond to client...

  • Associate- Hf Dealing

    7 months ago


    Bengaluru, Karnataka, India LRI Invest Full time

    Description Do you have transfer agency processing experience, and are you seeking a new job? Apex is looking for a full-time Associate - Dealing, and the remote role comes with an attractive salary and benefits package. The department you will be working in is responsible for client and investor document management, processing and quality checking of...


  • Bengaluru, Karnataka, India Momentive Full time

    Job Title: Administrator-Transfer Pricing Summary: The incumbent of this role will be part of Business Services Team working with the Manager - Transfer Pricing to ensure timely execution & delivery of commitments as per the roles and responsibilities defined, to meet expectations of our functional stakeholders in Corporate Tax team. Responsibilities...

  • Agency Ad Sales

    7 months ago


    Bengaluru, Karnataka, India PhonePe Full time

    **About PhonePe Group**: PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...


  • Bengaluru, Karnataka, India Acuity Knowledge Partners Full time

    Company Overview:We are Acuity Knowledge Partners, a leading provider of business process outsourcing solutions.Salary: ₹2,50,000 - ₹4,00,000 per annumJob Description:We have openings for Asset Manager Transfer Coordinators in our Bangalore office. This role involves handling transfer requests, production and distribution of reports, and acting as a...

  • Ba Transfer Agency

    1 week ago


    Bengaluru, India CAPCO Full time

    Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s important to us that we recruit and develop as diverse a range of talent as we can. We believe...


  • Bengaluru, Karnataka, India LRI Invest Full time

    Description Do you have Associate (PE Dealing) experience, and are you seeking a new job in Hyderabad? Apex Group is looking for an Associate (PE Dealing), and the role comes with a favourable salary and the opportunity to explore flexible working arrangements. As an Associate (PE Dealing), you will administer any services pursuant to Administration...