Lux TA Service Delivery representative
JPMorgan Chase & Co
SenningerbergSenningerberg, L, LU
il y a 5j

Req # : 190050542

  • JPMorgan Asset Management (Europe) S.à r.l. (JPMAME) delegates certain Transfer Agency (TA) functions to Third Party Administrators (TPA);
  • the services provided

    include processing of deal transactions, maintenance of the register, settlement / reconciliation of payments, execution of corporate actions, Client Servicing of Retail Clients and processing of retrocession calculations.

    The TA Service Delivery Team is responsible for the day to day oversight of the delivery and performance of these TPA’s as well as the ongoing relationship.

    The Team also act as a point of escalation for service-related issues in general.

    Relationship Management TPAs, platforms, internal parties

    Escalation point for any operational issues both for TPA and internal AM teams as well as escalation towards management / ManCo

    Maintain daily / weekly / monthly checkpoints with TPA

    Key Performance Indicator (KPI) monitoring ensure timely and appropriate escalation of any trends / performance issues

    Error escalation point for internally detected errors or errors detected by the relevant TPA, coordinator for corrective measures and appropriate actions involving AM senior management, product desks, Control Management, Risk and Compliance, initiator of the error escalation process

    Responsibility to spot, act on and minimize risks within the business. Ensure root causes analysis and action plans are documented, understood and appropriately implemented.

    Exception process coordination and quality checking within AM

    Subject Matter Expert for JPMAME projects where required

    Identify opportunities for service improvement and coordinate change with all areas impacted

    Liaison with other internal & external vendors

    Work as one team towards internal clients - support and cover for team colleagues during period of extensive volume, holiday and cross training

    Partnership with global business units (Sales, Product Dev, Tax, Compliance, Client Service etc.)

    Understanding of business strategy and implications / dependencies on TPA operating model

    Coordination of activities / issue resolution with Client Service teams (e.g. NAV error coordination), resolution of escalated queries / issues

    Key point of contact for queries (ManCo referrals) from vendors in relation to outsourced activities

    Participation to SDD reviews, Management & Team Reporting

    Responsible for the coordination of the review and updates of key operational procedures or policies

    Timely and accurate team inbox management, completion of issue logs and team checklist

    Banking vendors : account and billing substantiation oversight

    Detailed understanding of Asset Management operations, TA and / or Client Service experience of a minimum of 2 / 3 years

    Excellent communication skills, interpersonal awareness, managing impact

    Ability to easily build strong relationships internally / externally

    Positive attitude to change and high risk / controls mindset

    Resiliency stress resistant, remaining calm and flexible under pressure

    Strong organizational skills, attention to detail and time management

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