JPMorgan Transfer Agency 

India, Karnataka, Bengaluru 

396153353

Job Summary

As an Investor Services professional you will be a team member handing shareholder and fund promoter queries, sends reports, releases contract notes, and answers audit queries. They ensure fast, accurate responses, route complex queries, and coordinate with stakeholders

Job Responsibilities

• Build a strong relationship with the Transfer Agency Operations Oversight team for cooperation and escalation.
• Handle investor service inquiries efficiently.
• Understand client and investor cultures and fund structures.
• Proactively communicate with the Service Delivery Manager for issue resolution.
• Ensure controls meet service standards for investor inquiries.
• Adhere to procedures to mitigate risks and comply with regulations.
• Collaborate with internal managers and JPM Operations for quality service.

Required qualifications, capabilities and skills

• Demonstrate experience in the Financial Services/Funds industry (ideally Transfer Agency)
• Bachelors degree
• Working knowledge of Microsoft Office products including Word, Excel Digital Solution tools and Outlook
• Team player, professional and proactive approach to work, positive attitude, remain poised under pressure, client service focus and ability to adapt to change
• Quickly understand technical, procedural and functional information to solve problems and deliver information to investors
• Client centricity with focus on high quality service delivery
• Demonstrate a keen eye for details; look for and mitigate inherent and residual risks
• Be able to work in a multi-cultural environment with virtual teams

Preferred qualifications

1. Systematically gather information, consider complexities, and involve others in problem-solving.
2. Anticipate and meet customer needs, enhancing satisfaction and relationships.
3. Adapt to fast-changing environments.
4. Improve processes, update procedures, and communicate changes while adhering to policies