Custody Client Facing - Associate

Testing Site - JPMC; Sydney; On-site; AUD 120,000 - 160,000; Full time

Job summary

J.P. Morgan in Australia is seeking a Custody Client Facing Associate within Global Custody Services. You will deliver superior client experience to multiple custody clients and ensure timely, accurate responses while maintaining risk controls.

You will collaborate with regional and global teams, develop strong internal relationships, and contribute to operational opportunities that improve settlement timeliness and through-processing using available tools.

Qualifications

• Minimum 5 years of client facing operational experience with a custodian, fund administrator, fund manager or equivalent.
• Experience providing client facing and/or operational support for global equity and fixed income settlements, asset servicing, cash and FX.
• Experience supporting Global Fund Managers and Australian Superannuation Funds.
• Very strong attention to detail.
• Strong written and verbal communication with external financial services clients.
• Proven track record using KPIs and metrics to drive process improvements and client excellence.

Responsibilities

• Deliver client service excellence for Custody clients including Local and Global Asset Managers and superannuation funds.
• Provide timely and accurate responses to client queries.
• Maintain a client support model including periodic client reviews and due diligence meetings.
• Use KPIs and metrics to drive continual process development and service improvements.
• Lead and collaborate across Custody client facing teams with internal stakeholder взаимодействие
• Build strong relationships with internal business and product teams across Global Custody.
• Coordinate with Global Settlement, Trades Processing, Asset Servicing and related processing teams.

Skills

Client facing

Attention to detail

Communication

KPIs & metrics

Collaboration

Relationship management

Job description

Embark on a rewarding career journey with the firm in the Operations team where we are committed to excellence, innovation, and fostering a collaborative environment. Join a high performing team and make an immediate impact to our Securities Services business where we are the largest custodians in the Australia & New Zealand (ANZ) region. It is a unique role where you will deliver client service excellence for our clients in the leading Securities Services business in the region.

As a Custody Client Facing Associate within Global Custody Services, your primary responsibility will be to deliver a superior client experience by providing timely and client-focused service to multiple Custody clients. You will ensure accurate responses to all client queries while maintaining a strong risk and control framework that covers key control functions within Custody Operations. Additionally, you will collaborate with regional and global teams to deliver consistent service across J.P. Morgan's Corporate & Investment Bank and Commercial Bank. This role involves developing strong internal relationships across various business and product teams, including Custody Product, Cash Product, Sales, Client Service Account Management (CSAM), onshore and offshore operations, processing teams, and other Custody Client Facing teams globally.

In your new role, you will maintain a focus on developing and maintaining strong client relationships including periodical client meetings and pro-active client support. You will also be required to identify and deliver operational opportunities to improve settlement timeliness and straight through processing, promote the use of J.P. Morgan's tools available to clients and contribute to J.P. Morgan's business initiatives.

Job responsibilities

• Deliver client service excellence for all Custody clients including Local and Global Asset Managers, Local and Global Investment Managers, Australian Superannuation Funds, Global Pension Funds and other custody clients
• Deliver timely and accurate responses to client queries.
• Deliver a client support model that includes ongoing feedback and communication with clients and also includes participation in periodically Client Review meetings and Client Due Diligence meetings
• Pro-actively use KPIs and Metrics to ensure continual process development and ongoing client service improvements
• Maintain effective teamwork and leadership across the Custody client facing team, including timely escalation, knowledge sharing, collaboration and continuous learning.
• Develop strong relationships with internal business and client service teams including Custody Product, Cash Product Sales, Client Service Account Managers other Global Custody Client Facing Teams
• Develop strong relationships with internal processing and operations teams that include Global Settlement, Trades Processing, Asset Servicing, Cash Processing, Fund Services, Foreign Exchange (FX), Stock Loan, and Managed Funds

Required qualifications, capabilities, and skills

• Minimum of 5 year client facing operational experience with a custodian, fund administrator, fund manager or equivalent
• Strong experience providing client facing and/or operational support covering global equity and fixed income settlements, asset servicing, cash and FX
• Previous experience providing operational support to Global Fund Managers and Australian Superannuation Funds
• Very strong attention to detail
• Strong written and communication skill with a strong track record specifically related to supporting external financial services clients
• Display a track record of using Key Performance Indicators (KPIs) and metrics to deliver continual process enhancements and ongoing improvements to client excellence