JPMorgan Transfer Agency 

India 

531074090

Job Summary

As a Fund Servicing Specialist within our Transfer Agency, you will play a crucial role in delivering transfer agency operations, processing, and resolving inquiries. You will have the opportunity to work with various internal teams, manage meaningful relationships, and ensure an outstanding experience for our customers. This role will allow you to utilize your strong analytical and problem-solving skills, and your ability to manage issues and exceptions above materiality thresholds for resolution. Your proactive approach in identifying and escalating issues will be highly valued. This role provides a unique opportunity to enhance controls and promote change within the organization.

Job 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
• Understand 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
• Actively involve in projects within the team

Required qualifications, capabilities and skills:

• 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