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Description
Embark on a rewarding career journey with the firm in the Operations team where we are committed to excellence, innovation, and fostering a collaborative environment. Join a high performing team and make an immediate impact to our Securities Services business where we are the largest custodians in the Australia & New Zealand (ANZ) region. It is a unique role where you will deliver client service excellence for our clients in the leading Securities Services business in the region.
As an Associate in the Managed Funds Client Facing Team (CFT), you will be responsible for the day to day Client Service supporting multiple Managed Funds clients. Your responsibilities will include the timely and accurate response to all Managed Funds client queries and you will also be required to adhere to a risk & control framework covering key control functions within Managed Funds Operations. In your new role, you will develop strong internal relationships across multiple business and product teams including Managed Funds Product, Sales, Client Service Account Management (CSAM), onshore and offshore operations and processing teams, and other Managed Funds CFTs globally. You will maintain a focus on developing and maintaining strong client relationships including periodical client meetings and pro-active client support. And you will also be required to identify and deliver operational opportunities to improve settlement timeliness and straight through processing, promote the use of JPMorgan tools available to clients and contribute to JPMorgan’s business initiatives.
Job responsibilities
- Deliver client service excellence for all Managed Funds clients including Local and Global Asset Managers, Local and Global Investment Managers, Australian Superannuation Funds, Global Pension Funds and other Managed Funds clients
- Deliver timely and accurate responses to client queries, especially in a live environment and with Managed Funds trade instruction cut-offs in mind
- Deliver a client support model that includes ongoing feedback and communication with clients and also includes participation in periodically Client Review meetings and Client Due Diligence meetings
- Pro-actively use KPIs and Metrics to ensure continual process development and ongoing client service improvements
- Maintain effective teamwork and leadership across the Managed Funds client facing team, including timely escalation, knowledge sharing, collaboration and continuous learning
- Develop strong relationships with internal business and client service teams including Managed Funds Product, Cash Product Sales, Client Service Account Managers, and Operational teams
- Deliver on client and JPMorgan related projects and initiatives, including but not limited to migrating client assets from a Direct to Transfer Agency (D2TA) model to a Clearstream sub-custodian model
Required qualifications, capabilities, and skills
- Minimum of 5 years of client facing operational experience with a custodian, fund administrator, fund manager or equivalent
- Solid experience providing client facing and/or operational support covering Managed Funds settlements, security setup, and asset servicing
- Previous experience providing operational support to Global Fund Managers and Australian Superannuation Funds
- Effective attention to detail, and demonstrate working knowledge of Unlisted unit trust
- Effective written and communication skills with a strong track record specifically related to supporting external financial services clients
- Display a track record of using KPIs and metrics to deliver continual process enhancements and ongoing improvements to client excellence
