Custody Client Facing - Associate
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 an Associate in the Custody Client Facing Operations team, you will be responsible for the day to day Client Service supporting multiple Custody clients. This includes responsibility for the timely and accurate response to all Custody client queries. You will also be required to adhere to a risk and control framework covering key control functions within Custody Operations. The role includes developing strong internal relationships across multiple business and product teams including Custody Product, Cash Product, Sales, Client Service Account Management (CSAM), onshore and offshore operations and 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 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
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