JP Morgan - Team Leader - Fund Servicing Specialist - Chase Transfer Agency

Team Leader - Chase Transfer Agency

Description:

As a Fund Servicing Specialist, you'll be responsible for delivering transfer agency operations, processing, resolving inquiries, and serving as the contact for escalations.

Responsibilities:

- Process and validate tasks and investigate/resolve breaks in accordance with the established work practices and procedures

- Work with various internal transfer agency teams such as fund implementation group, trade processing, settlements, cash processing & account opening to process transactions and resolve any exceptions in a timely manner

- Respond to and resolve client inquiries in a timely manner

- Strong understanding of Risk Management with ability to manage issues and exceptions above materiality thresholds for resolution

- Ensure all day-to-day queries are handled within required timelines and escalate issues as necessary

- Attend and drive internal onshore partner meetings, usually via conference call, to ensure needs and expectations are consistently met or exceeded; ensure resolution of follow up items

- Active involvement in projects within the team

This role requires a wide variety of strengths and capabilities, including:

- Subject matter expertise in Transfer agency, reconciliation, trades & settlements, KYC/AML or strong financial markets product knowledge

- Strong analytical and problem solving skills, including taking the initiative to drive change and enhance controls

- Self-starter and ability to learn quickly

- Strong oral and written communication and presentation skills, including the ability to communicate strategic messages clearly and consistently with the team, making linkages to individual goals and accomplishments

- Strong relationship management and partnership with a large array of constituents; ability to manage by influence to promote change

- Leadership with proven ability to manage by influence to promote change

- Proactive in identifying and escalating issues

- Bachelor's degree or equivalent, preferred

JPMorgan Chase & Co., 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.

Note : For your candidature to be considered on this job, you need to apply necessarily on the company's redirected page of this job. Please make sure you apply on the redirected page as well.