Operations - Custody Account Services - Associate

1 week ago

Sydney, New South Wales, Australia JPMorgan Chase Bank, N.A. Full time

As the Custody Senior Associate in the Custody Account Service team, you will be responsible for the implementation of new and incremental business wins in relation to custody account openings and the co-ordination of market documentation activity.

You will partner with the sales and relationship management, J.P. Morgan's sub custodian network, client service, and transition team in order capture client business requirements. You will be responsible for regular reporting to senior J.P. Morgan management on key performance and key risk indicators.

You will require interactions with senior personnel either internally or externally.

Therefore, you will require expertise in the custody and value-added fund services provided to clients and involves competencies such as effective time management, negotiation, influencing and communication skills.

**Job responsibilities

  • Assist in the following functions that the specialist team support for new and existing clients:
  • Coordinate and govern the set-up new accounts on J.P. Morgan's internal custody and accounting platforms.
  • Management of static data updates/details on internal systems where necessary.
  • Work closely with clients and relationship team on the set up of custody accounts with local agents. (Omnibus, Segregated & documentation markets)
  • Support queries involving account opening and market documentation from both internal and external stakeholders.
  • Support and coordinate both global and local adhoc projects.
  • Maintaining and updating Standard Operating Procedures.
  • Other associated account opening functions as required.
**Required qualifications, capabilities and skills

  • Minimum of 7+ years global custody experience including detailed knowledge of account structures, market, Know Your Customer (KYC) documentation requirements for international markets and all types of Australian Entities. (Superannuation and Asset Managers)
  • High level of interpersonal and relationship building skills including strong written and verbal communication skills
  • Demonstrated skills in ability to solve problems and drive decisions within tight timeframes with clients and internal teams (both locally and globally)
  • Ability to anticipate, manage and resolve problems that may within the account opening and market documentation processes
  • Demonstrated ability to track and manage Service Level Agreements (SLAs) with internal teams in order to deliver on time, to requirements and to agreed quality standards required by clients
  • Proficient in Excel and Word
  • Ability to be flexible, follow deadlines, organize and prioritize work.
  • Effective stakeholder (internal and external) management and a focus on client service management.
  • Ability to work closely with business partners and interact with all staff levels.
**Preferred qualifications, capabilities and skills

  • Managerial Experience ideal but not essential.
  • Experience/Exposure to Alteryx, Tableau, or other digital/data tools ideal but not essential.
J.P.

Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.

Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.


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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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