Do you wish to play a role in a team ensuring high quality services across all mutual fund product offerings?
As a Fund Services Client Operations – Associate in the Fund Accounting Operation Service Delivery team, you will play a key role in ensuring a high quality delivery of services across all mutual fund product offerings. On a daily basis you will be involved in driving client issue resolution, ensuring proper execution on client instructions and deliverables, communicating client status updates, acting as escalation point of contact for all fund accounting utility client facing queries and providing data to management to ensure appropriate escalation and prioritization of all client issues.
Job responsibilities
- Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy
- Support the Fund Accounting Teams in Offshore locations to deliver a quality product through efficient issue resolution and proactive client engagement
- Ensure daily client instructions are appropriately captured in the NAV and internal escalations communicated to the client in a timely manner and followed to resolution
- Be a communication source for escalation of all issues, service updates, and progress updates for the Client
- Maintain an open and interactive relationship with internal partners including Client Services, Custody and Transfer Agency.
- Pre-empt (where possible) and manage/resolve service issues and ensure timely communication to the Client (and to Client Service where relationship impacting matter)
- Perform and oversee periodic Quality Assurance controls to mitigate Risk
Required qualifications, capabilities, and skills
- Relevant experience within fund accounting
- A strong sense of ownership and responsibility
- Strong organizational and time management skills
- Ability to interact efficiently with Clients and effectively manage client expectations
- Ability to manage the Clients change agenda with conflicting priorities
- Knowledge of key operations controls & workflow
- Strong written and verbal communication skills with complimentary presentation skills
Preferred qualifications, capabilities, and skills
- Willingness to make decisions, while ensuring buy in from internal and external stakeholders
- Excellent client facing skills
Skills Required
- Relevant experience within fund accounting
- Strong sense of ownership and responsibility
- Strong organizational and time management skills
- Ability to interact efficiently with clients and manage client expectations
- Ability to manage client change agendas with conflicting priorities
- Knowledge of key operations controls and workflows
- Strong written and verbal communication skills
- Presentation skills
- Willingness to make decisions while securing stakeholder buy-in
- Excellent client-facing skills
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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