Transfer Agency Client Success Specialist

Aumni; Dublin; Presencial; EUR 65.000 - 90.000; Jornada completa

Descripción de la vacante

J.P. Morgan is seeking a Transfer Agency Service Delivery Associate to support day-to-day TA operations and client servicing for regulated funds. The role partners with Relationship Management, Fund Accounting, Governance, Compliance and Risk to ensure accurate investor dealing, pricing, distributions and retrocession activities.

Strong control discipline and AML/KYC compliance are essential. The role offers a client-facing, SME-focused environment with opportunities to drive process

Formación

• Experience in Transfer Agency or related securities services operations.
• Knowledge of Money Market Funds, UCITS, ETFs.
• Strong client-service mindset and ability to meet SLAs.
• Excellent Excel skills and aptitude for automation.

Responsabilidades

• Serve as client-facing SME for transfer agency operating model and utilities.
• Oversee end-to-end transfer agency service delivery and governance of operating model.
• Ensure timely deliveries and compliance with SLAs.
• Manage investor dealing processing, cut-offs, documentation and validations.

Conocimientos

Transfer Agency operations

Fund Administration

Securities Services

Client service mindset

Attention to detail

Data analysis

Excel proficiency

Leadership/People management

Automation/TA workflow tools

CoPilot/AI tools familiarity

Herramientas

TA workflow platforms

CoPilot/AI tools

Descripción del empleo

J.P. Morgan is seeking a Transfer Agency Service Delivery Associate to support day-to-day TA operations and client servicing for regulated funds. The role partners with Relationship Management, Fund Accounting, Governance, Compliance and Risk to ensure accurate investor dealing, pricing, distributions and retrocession activities.

Strong control discipline and AML/KYC compliance are essential. The role offers a client-facing, SME-focused environment with opportunities to drive process