drjobs Transfer Agency Client Delivery Associate

Transfer Agency Client Delivery Associate

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1 Vacancy
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Job Location drjobs

Dublin - Ireland

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Description

Are you ready to take your career to the next level in a dynamic and client-focused environment Join our team in Dublin as a Transfer Agency Client Delivery Associate where youll play a pivotal role in ensuring exceptional service delivery to our valued clients. Be part of a team that values innovation collaboration and excellence.

As a Transfer Agency Client Delivery Associate within the Operations Service Delivery Team you will be the primary senior point of contact for significant JPM clients building stable relationships and ensuring seamless service delivery.

Job Responsibilities:

  • Serve as a key point of contact for clients within the segment.
  • Build and maintain stable senior relationships with clients to support key interactions and seamless escalation.
  • Communicate escalations service updates and progress updates to clients.
  • Maintain excellent relationships with internal partners including Transfer Agency Sales Technology Solutions Custody and Product Development.
  • Support global operations teams in delivering quality products through efficient issue resolution and proactive client engagement.
  • Conduct quality checks of exceptional processes completed by team members.
  • Assist with tax and regulatory reporting to ensure reports are accurately prepared and submitted in a timely manner
  • Perform FATCA/CRS oversight for the delivery ofTAOps services to clients across the business.
  • Utilize transfer agency operations knowledge to improve service quality.
  • Process investor payment instructions and requisite fund movements.
  • Handle investor transactions including subscriptions redemptions switches transfers Irish Tax Withholding Payments

Required Qualifications Capabilities and Skills:

  • Strong sense of ownership and responsibility.
  • Significant experience in Transfer Agency Operations and dealing with complex demanding client organizations.
  • Strong organizational and time management skills.
  • Excellent client-facing skills.
  • Ability to drive results through leadership communication and influence.
  • Comfortable with change ambiguity debate conflict and informed risk-taking.
  • Ability to manage multiple streams of work concurrently.
  • Willingness to make decisions while ensuring stakeholder buy-in.
  • Ability to challenge and influence stakeholders for well-thought-out decisions.
  • Flexibility in managing working hours and delivering results under time pressure.

Preferred Qualifications Capabilities and Skills:

  • Ability to interact efficiently with clients and manage client expectations.
  • Strong product and business knowledge with a minimum of 5 years in transfer agency.
  • Excellence in designing optimal operations controls and workflow.
  • Strong written and verbal communication skills with complementary presentation skills.
  • Proven track record in client servicing.
  • Comfortable working across all levels of the organization and bringing teams together to achieve results.

Extended hours/weekends may be required during integration/implementation of new business or systems as well as during peak cycles (year-end month-end).




Required Experience:

IC

Employment Type

Full-Time

Company Industry

Department / Functional Area

Operations

About Company

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