Fund Servicing

3 days ago

India JPMorganChase Full time

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.

**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

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