Fund Services Operations Lead: Client Outcomes

Aumni; Sydney; On-site; AUD 110,000 - 150,000; Full time

Job summary

J.P. Morgan is recruiting an Operations Service Delivery Associate in Sydney to support a portfolio of Fund Services clients by coordinating operational activities and responding to client and internal queries.

You will collaborate with Operations, Product, Technology and Client Service teams to deliver high-quality client outcomes and maintain strong controls. You will monitor daily operations, assist with fund events and change initiatives, support governance and reporting, and contribute to

Qualifications

• 3+ years of experience in fund accounting, fund administration, custody operations, or a closely related fund servicing operations role.
• Demonstrated ability to maintain accurate accounting and securities records using defined controls and procedures.
• Demonstrated ability to investigate and resolve exceptions in accounting or securities transactions, including tolerance or validation breaks.
• Strong analytical and problem-solving skills, including root-cause identification and prevention-focused recommendations.
• Ability to manage priorities independently to meet time-sensitive deliverables while maintaining a high level of accuracy and attention to detail.
• Strong written and verbal communication skills, including the ability to clearly explain issues and resolutions to stakeholders.
• Demonstrated ability to build trusted working relationships across teams and influence outcomes without formal authority.
• Commitment to risk awareness and control discipline in day-to-day operations.

Responsibilities

• Serve as a key point of contact for client and internal operational queries, ensuring issues are tracked, investigated, and resolved in a timely and professional manner.
• Support the end-to-end delivery of operational services for an assigned portfolio of Fund Services clients, helping to ensure service standards, deadlines, and client expectations are consistently achieved.
• Monitor daily operational activities and key deliverables, identifying exceptions, risks, preparing KPI reporting, and processing issues, and escalating them where appropriate.
• Coordinate and support fund events and operational change initiatives, including fund launches, mergers, restructures, client onboarding activities, and other business projects.
• Assist with incident management, reconciliation oversight, operational risk management, and the execution of key control processes to support a strong risk and control environment.
• Partner with stakeholders across Operations, Product, Technology, and Client Service teams to coordinate activities, resolve issues, and support successful client outcomes.
• Analyse operational data and trends to identify potential service risks, control gaps, and opportunities for process improvement.
• Support audit requests, regulatory reviews, and governance requirements by maintaining accurate and complete documentation and evidentiary records.
• Contribute to continuous improvement initiatives focused on increasing efficiency, reducing operational risk, enhancing controls, and improving the client experience.
• Ensure all activities are performed in accordance with internal policies, procedures, regulatory obligations, and risk management standards.
• Maintain a strong client-service mindset, demonstrating accountability, attention to detail, and a commitment to delivering high-quality outcomes.

Skills

Fund accounting

Problem-solving

Attention to detail

Stakeholder communication

Prioritization

Risk awareness

Job description

J.P. Morgan is recruiting an Operations Service Delivery Associate in Sydney to support a portfolio of Fund Services clients by coordinating operational activities and responding to client and internal queries.

You will collaborate with Operations, Product, Technology and Client Service teams to deliver high-quality client outcomes and maintain strong controls. You will monitor daily operations, assist with fund events and change initiatives, support governance and reporting, and contribute to