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Fund Servicing Specialist
JPMorgan Chase & Co.
posted 1 week ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Join our dynamic team as a Fund Servicing Specialist, where youll play a crucial role in ensuring seamless transfer agency operations. Youll be at the forefront of processing tasks and resolving inquiries, contributing to our commitment to excellence. Your expertise will be pivotal in managing escalations and delivering exceptional service.
Job Summary
As a Fund Servicing Specialist within the Transfer Agency Team, you will oversee the delivery of transfer agency operations, ensuring efficient processing and resolution of inquiries. You will act as the primary contact for escalations, maintaining high standards of service. Your role will involve collaboration with various internal teams to ensure timely transaction processing and exception resolution.
As a Fund Servicing Specialist within the Transfer Agency Team, you will oversee the delivery of transfer agency operations, ensuring efficient processing and resolution of inquiries. You will act as the primary contact for escalations, maintaining high standards of service. Your role will involve collaboration with various internal teams to ensure timely transaction processing and exception resolution.
Job Responsibilities
Process and validate tasks, investigate and resolve breaks per established procedures
Collaborate with internal transfer agency teams to process transactions and resolve exceptions promptly
Respond to and resolve client inquiries efficiently
Understand Risk Management to manage issues and exceptions above materiality thresholds
Handle day-to-day queries within timelines and escalate issues as needed
Attend and lead internal partner meetings to meet or exceed expectations; ensure follow-up resolution
Engage actively in team projects
Drive continuous improvement initiatives within the team
Ensure compliance with regulatory requirements and company policies
Facilitate training and development for team members
Monitor and report on key performance indicators
Process and validate tasks, investigate and resolve breaks per established procedures
Collaborate with internal transfer agency teams to process transactions and resolve exceptions promptly
Respond to and resolve client inquiries efficiently
Understand Risk Management to manage issues and exceptions above materiality thresholds
Handle day-to-day queries within timelines and escalate issues as needed
Attend and lead internal partner meetings to meet or exceed expectations; ensure follow-up resolution
Engage actively in team projects
Drive continuous improvement initiatives within the team
Ensure compliance with regulatory requirements and company policies
Facilitate training and development for team members
Monitor and report on key performance indicators
Required Qualifications, Capabilities, and Skills
Demonstrate expertise in Transfer agency, reconciliation, trades & settlements, KYC/AML, or financial markets product knowledge
Exhibit strong analytical and problem-solving skills, driving change and enhancing controls
Be a self-starter with quick learning ability
Communicate effectively with strong oral and written skills, linking strategic messages to goals
Manage relationships and partnerships with various constituents, promoting change by influence
Lead with proven ability to manage by influence for change
Identify and escalate issues proactively
Demonstrate expertise in Transfer agency, reconciliation, trades & settlements, KYC/AML, or financial markets product knowledge
Exhibit strong analytical and problem-solving skills, driving change and enhancing controls
Be a self-starter with quick learning ability
Communicate effectively with strong oral and written skills, linking strategic messages to goals
Manage relationships and partnerships with various constituents, promoting change by influence
Lead with proven ability to manage by influence for change
Identify and escalate issues proactively
Preferred Qualifications, Capabilities, and Skills
Hold a Bachelor s degree or equivalent
Show proficiency in advanced financial analysis
Display adeptness in project management
Demonstrate expertise in regulatory compliance
Exhibit strong negotiation skills
Possess advanced technical skills
Show capability in strategic planning
Hold a Bachelor s degree or equivalent
Show proficiency in advanced financial analysis
Display adeptness in project management
Demonstrate expertise in regulatory compliance
Exhibit strong negotiation skills
Possess advanced technical skills
Show capability in strategic planning
Employment Type: Full Time, Permanent
Read full job description
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Flexible timing
Monday to Friday
No travel
Day Shift
JPMorgan Chase & Co. Benefits
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JPMorgan Chase & Co. Mumbai Office Locations
Mumbai Office
Headquarter
JPMorgan Asset Management India Private Limited, J.P. Morgan Tower, Off. C.S.T. Road, Near Nafa Bus Stop, Kalina, Santacruz East
Mumbai
Maharashtra 400098
Maharashtra 400098
Mumbai Office
aradigm Towers-B Wing, Mindspace, Malad Goregaon Link Rd, Malad (W), Mumbai
Mumbai
400 064
400 064
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