Transfer Agency

Job Summary

As an Investor Services professional you will be a team member handing shareholder and fund promoter queries, sends reports, releases contract notes, and answers audit queries. They ensure fast, accurate responses, route complex queries, and coordinate with stakeholders

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

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

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.