Key Responsibilities
- Daily contact with our clients and their outside administrators/advisors.
- Actively participate in periodic client meetings.
- Query management and resolution.
- Responsible for issue management, escalation and remediation.
- Coordinate client requested changes to operating model and reporting.
- Coordinate client fund launches and migrations for all JP Morgan fund services.
- Ensure successful delivery of client reporting.
- Assist with accounting queries related to the financial reporting/audit process.
Qualifications
- 5-10 years of experience in ETF / mutual fund operations, preferably in client-facing roles.
- Strong technical skills including mutual fund accounting and generally accepted accounting principles (GAAP).
- Ability to be effective in a global operating environment and a matrix management organizations.
- Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients.
- Strong client service skills.
- Analytical skills, problem solving, good critical thinking and decision-making skills.
- Experience working across multiple business areas and/or functions to deliver results.
- Excellent verbal and written communication skills; executive presentation skills.
- Ability to work independently and multi-task in a fast paced environment.
- Relationship building skills – ability to develop internal and external partnerships to drive results.
- Expert use of Microsoft Project, Word, Excel, PowerPoint, Visio and ability to present to senior management
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