Vice President – Transfer Agency, Investors Services Manager

Posting description:

As our new Vice President, you will step into an exciting client-facing role based in Luxembourg that partners closely with the Client Services team as the Transfer Agency primary point of contact for JP Morgan Bank Fund Clients.  This role serves as the main communication point for the Client(s) on all Transfer Agency-related matters such as issue escalation, service and progress updates and acts as the main owner for the overall Transfer Agency Operations service delivery.

Job responsibilities

    Lead TA Investor Services and TA Operations oversight functions.

    Build a stable, senior relationship with Clients to support key interactions and seamless communication and escalation.

    Use understanding of TA Operations to proactively lead quality service improvements, including clients and Investors experience.

    Maintain an effective, interactive relationship with internal partners including, but not limited to: Fund Accounting, Client Services, Relationship Management, Technology, Product Development and other JP Morgan Products. Work with the entire JP Morgan team to ensure an excellent quality standard service delivery.

    Proactively engage Clients for effective planning including using operational knowledge to take end-to-end ownership and oversight for issue resolution and influencing of TA deliverables.

    Own the Transfer Agency processes and coordinate end-to-end actions with the broader Transfer Agency team to pre-empt (if possible) and manage/resolve issues, enquiries, and improvements consistent with Client ensuring timely communication to the client.

    Identify and work towards opportunities to improve client behaviour, effectiveness, and efficiency of operational processes.

Required qualifications, capabilities, and skills:  

    Business Knowledge: Demonstrates strong product & business knowledge, including significant experience (10+ years) working in Transfer Agency Operations, able to demonstrate an in depth understanding of end-to-end operational processes.

    Service Orientation:  Adaptive Client and Communication skills:  ability to present information in different degrees of detail and form depending on the audience; interpret client requests and propose solutions

    Judgement & Decision Making:  Willingness to make decisions, while ensuring buy-in from key stakeholders. Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operation perspective.

    Negotiation:  Advanced influencing/partnering skills: working on own, within a team, and through others

    Cognitive Flexibility:  Comfortable with change, ambiguity, debate, conflict, and informed risk taking.

    Organization:  Demonstrates agility in dealing with highly complex, demanding client organizations

    Negotiation:  Advanced influencing/partnering skills: working on own, within a team, and through others

Preferred qualifications, capabilities, and skills

    Business Knowledge: 10+ years' experience in a similar role as senior client manager with in-depth understanding of Transfer Agency Operations.

    Communication: strong written and verbal communication skills with complimentary presentation and report writing skills (clear, concise, relevant, and accurate)

    Team Player:  Demonstrates comfort working across all levels of the organisation and has track record of bringing teams together to achieve results.

    Leadership: Proven skills in operations roadmap planning and deliveries whilst managing conflicting objectives