JPMorgan Associate - UK Funds Client Service 

India, Maharashtra, Mumbai 

879055051

As awithin our
UK Funds Client Services team, you will spend each day defining, refining and delivering set goals for our firm.

UK Funds Client Services (UK FCS) is responsible for the onboarding and servicing of UK based intermediaries investing in OEIC, SICAV & HKUT fund ranges. In addition to establishing and maintaining a high level of service for clients across fund ranges, UK FCS is responsible for developing an understanding of the unique servicing needs of their clients and championing those concerns within the context of the larger firm.

Job Responsibilities

• Act as the client touch point throughout the client lifecycle right from onboarding, servicing and account closure whilst providing world class experience
• Complete the onboarding process and liaise with internal and external counterparts where needed
• Co-ordinate all client aspects of account opening/closing both with clients and internally (i.e. including explaining operational processes & JPM policies to clients, validating client instructions and instructing the business, ensuring all systems are correctly set up etc.)
• Respond to time sensitive trade related queries such as trade confirmation, contract notes, debtor chasing, interest claims, swift copy
• Ensure complex client issues are resolved with minimum impact to the client/the business. This will often involve working cross functionally across a number of departments such as legal, compliance, risk, product areas and attaining “buy in” from the business to meet the clients’ needs, in order to achieve a manageable solution.
• Support all aspects of maintenance and improvement of client experience
• Ensure all tasks are executed in line with regional procedures with clear audit trail and quality control/maker-checker
• Stakeholder Management is the necessity of the profile
• Communicate in a clear, concise and efficient manner with multiple teams at any given point of time
• Drive change/efficiencies through targeted interventions leveraging the strategic as well as tactical platforms
• Timely escalation of unclear requests, issues and errors

and skills

Education

• Graduate / Post-graduate with 6-9 years of experience

Industry / Product / Process

• Prior experience in Asset Management/Asset servicing in Client Services teams in custody/investment banking preferred (client facing roles)
• Understanding of the asset management business, various asset classes and investment products is desirable
• Financial market awareness and understanding of basic financial concepts
• Asset class knowledge, Client service knowledge, excel skills
• Excellent communication (client facing)

Risk, Controls, Governance

• Outstanding accuracy and attention to detail
• Awareness of business risk and compliance procedures
• Ability to simultaneously manage competing priorities, including immediate, short-term
• Confidence to work directly with stakeholders at all levels, both to ensure their Client service needs are met, and to partner with them to agree priorities and deadlines