Are you ready to make a significant impact in the world of financial services? At J.P. Morgan, we empower our employees to push the boundaries of what's possible.
As a Transfer Agency Client Delivery Associate in our Transfer Agency team, you play a crucial role in enhancing client relationships and ensuring exceptional service delivery. You will work closely with clients and internal partners to drive operational excellence and innovation. In this role, you have the opportunity to make a meaningful impact on our clients and contribute to the success of our team. We value collaboration, inclusivity, and a commitment to continuous improvement.
Job Responsibilities:
- Serve as the primary point of contact for significant clients within the segment.
- Build and maintain strong relationships with clients and internal partners.
- Ensure timely and accurate processing of investor transactions and cash flow reports.
- Respond to client and investor queries promptly via phone and email.
- Participate in key initiatives and operational service reviews.
- Identify and implement improvements in service delivery and operational processes.
- Ensure compliance with regulatory requirements and internal controls.
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Required Qualifications, Capabilities, and Skills:
- Fluency in Spanish.
- Minimum 2 years of experience in transfer agency operations.
- Strong organizational and time management skills.
- Excellent client-facing and communication skills.
- Ability to manage multiple tasks and work under pressure.
- Strong leadership and decision-making abilities.
Preferred Qualifications, Capabilities, and Skills:
- Experience with the NSCC operating model.
- Proven track record in client servicing and operational excellence.
- Ability to influence stakeholders and drive results.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.