Transfer Agency Investor Services Associate

Posted 2 Days Ago
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Tokyo
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Transfer Agency Investor Services Associate, you will engage with clients, respond to inquiries regarding fund services, release investor documents, prepare audit confirmations, and manage investor complaints, ensuring timely follow-up and high-quality customer service.
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Job Description
Are you looking for an exciting opportunity to engage with clients and grow your career with one of the world's largest financial institutions? This is an unique opportunity for you to join our Transfer Agency Investor Services team where we are responsible for delivering services on behalf of our diverse range of Asia clients investing across Luxembourg, Irish and Cayman domiciled funds.
As a Transfer Agency Investor Services Associate in our Fund Operations team, you will be the primary point of contact for our shareholders and fund promoters. Your role will involve responding to queries, sending daily reports, and coordinating with internal and external stakeholders. You will need to be fast, efficient, and accurate in your responses, and be proactive in routing queries to the appropriate teams. This role offers you the opportunity to work in a dynamic environment and grow your career with us.
Job responsibilities:

  • Build a stable relationship with the investors of our clients to ensure effective cooperation and solid understanding of the client's/investor's culture and the relevant fund structures
  • Deliver high quality customer service so as to complete increasingly complex tasks on time and accurately
  • Monitor and answer investor related queries ranging across diverse areas of investor activities such as dealing, payments and cash within the agreed turnaround times and ensure appropriate follow-up on all outstanding queries in a timely manner
  • Release investor correspondence (contract notes, dividend notes and monthly statement etc.) ensuring that they are released within the agreed deadlines as outlined in the Service Level Agreements.
  • Provide daily/weekly/monthly reports to fund promoters and other internal departments
  • Prepare audit confirmation for investors and fund auditors
  • Conduct telephone call back on all submitted changes to bank mandates, authorized signatories and contact details
  • Manage investor complaints in accordance with complaint policy
  • Maintain an effective, interactive relationship with internal Transfer Agency Operations Managers
  • Represent J.P. Morgan to external partners such as clients, potential clients and vendors in a professional manner
  • Keep necessary controls to meet service delivery standards in relation to the handling of investor enquiries


Required qualifications, capabilities, and skills:

  • Bachelor's Degree in Business, Finance, Economic, or relevant disciplines
  • At least 5 years of experience in Investor Services/Customer Service Transfer Agency roles
  • Proven experience in managing internal and external clients at senior level
  • Fluency in English and Japanese - Business spoken and written.
  • Ability to read and type Japanese is required
  • Extensive 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
  • Able to 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, capabilities, and skills:

  • Gather relevant information systematically; consider a broad range of issues or factors; grasp complexities and perceives relationships among problems or issues; include others in problem-solving efforts when appropriate
  • Anticipate and identify customer needs; take action to meet customer needs; develop effective working relationships with internal and external customers; continually search for ways to increase customer satisfaction


About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

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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