JPMorgan Transfer Agency 

India, Karnataka, Bengaluru 

419283161

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, capabilities and skills

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