What are the responsibilities and job description for the Transfer Agency - Investor Services Operations - Vice President position at JPMorganChase?
Job Description
Join JPMorgan Chase as a Vice President in Transfer Agency Operations, where you will lead a talented team in a fast-paced environment, driving strategic change and delivering exceptional results for our business.
As a Vice President on the TA Ops team, you will oversee critical operations, manage high-profile client relationships, and ensure compliance with KYC/AML standards. You will collaborate with senior leaders across various teams to drive strategic initiatives and ensure the Transfer Agency is “Audit Ready” at all times.
Job Responsibilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join JPMorgan Chase as a Vice President in Transfer Agency Operations, where you will lead a talented team in a fast-paced environment, driving strategic change and delivering exceptional results for our business.
As a Vice President on the TA Ops team, you will oversee critical operations, manage high-profile client relationships, and ensure compliance with KYC/AML standards. You will collaborate with senior leaders across various teams to drive strategic initiatives and ensure the Transfer Agency is “Audit Ready” at all times.
Job Responsibilities
- Lead a team to ensure accurate and timely processing of Fund and Investor level activities.
- Serve as the primary contact for high-profile clients, managing complex inquiries.
- Oversee completeness reviews related to investor or fund activity/changes.
- Direct the production and review of client and investor level reporting.
- Lead ad-hoc reporting, including board reports and audit requests.
- Manage the final signoff process for investor transactions and resolve documentation issues.
- Champion established processes and lead initiatives to improve accuracy and mitigate risk.
- Proven dedication to superior client service with the ability to remain poised under pressure.
- Strong leadership skills with a professional and proactive approach to work.
- Exceptional communication skills, both oral and written.
- Ability to work with precision in a fast-paced, deadline-driven environment.
- Strong problem-solving skills with the ability to collaborate with multiple stakeholders.
- Ability to work independently with strong follow-through and strategic vision.
- Bachelor’s degree required; advanced degree or relevant certifications are a plus.
- Minimum 7-10 years’ experience in the Financial Services industry.
- Extensive working knowledge of Microsoft Office products.
- Ability to create a vision and actionable roadmap with a focus on ongoing innovation.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
