Transfer Agency

**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.
- Engage with the Transfer Agency Operations Service Delivery Manager for effective communication and take ownership of issue resolution using operational knowledge.
- Implement necessary controls to meet service delivery standards for handling investor inquiries.
- Reduce financial/reputational risk by adhering to appropriate controls and procedures in line with regulatory requirements or company policies.
- Foster an effective, interactive relationship with internal TA Operations Managers and collaborate with the entire JPM Transfer Agency Operations to ensure high-quality service delivery.

**Required qualifications, capabilities and skills**
- Demonstrated experience in the Financial Services/Funds industry (ideally Transfer Agency)
- Bachelor’s degree
- Team player, professional and proactive approach to work, positive attitude, remain poised under pressure, client service focus and ability to adapt to change
- Able to understand technical, procedural and functional information to solve problems and deliver information to investors
- Client centricity with focus on high quality service delivery

**Preferred qualifications**
- Gather relevant information systematically; consider a broad range of issues or factors; grasp complexities and perceives relationships among problems or issues; include others in problem‑solving efforts when appropriate
- Anticipate and identify customer needs; take action to meet customer needs; develop effective working relationships with internal and external customers; continually search for ways to increase customer satisfaction
- Ability to adapt to a fast changing challenging environment
- recognize and act upon opportunities to improve processes ensuring operating procedures are up-to-date by communicating required amendments to management whilst strictly adhering to all company policies and procedures

**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.