【JPモルガン証券】Transfer Agency Investor Services Associate
仕事内容
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
応募資格(必須経験など)
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