Current jobs related to Managed Funds Client Facing Team - Australia - JPMorganChase

  • Fund Accountant

    1 week ago

    Australia Pantalent Full time

    OverviewJoin a prestigious financial services firm based in Sydney. Benefit from flexible working arrangements and continuous training opportunities designed to support your professional development and ensure you remain at the forefront of fund accounting practices.A prestigious financial services firm is seeking a Senior Associate Private Credit Fund...

  • Fund Controller

    2 weeks ago

    Australia Barings Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.We thank...

  • Research Fund Manager

    2 weeks ago

    Australia beBeeGrant Full time $90,000 - $110,000

    Key Responsibilities:Grant Funding ManagementAs a Grant Manager, you will play a pivotal role in supporting research excellence by effectively managing sponsored program funds. Collaborate closely with Principal Investigators to develop and refine proposal budgets, ensuring alignment with University policies and Regulatory Affairs requirements.The ideal...

  • Funding Consultant

    2 weeks ago

    Australia Baptistcare Wa Full time

    **Funding Consultant**:- 496938- Hills District - North West Sydney, NSW, Australia, 2153- Sydney, NSW, Australia- Max Term Full-Time- Add To FavouritesFavourite- **12 Months (full-time) fixed term position | Includes travel across NSW/ACT**:- **Drive the optimisation & maximisation of residential funding**:- **Deliver a positive impact for all BaptistCare...

  • Fund Operations Analyst

    1 week ago

    Australia Perpetual Full time $70,000 - $120,000 per year

    Fund Operations AnalystBerwyn, PennsylvaniaHyrbid, Full-timePrime Purpose Of RoleThe Fund Operations Analyst will be part of a growing team that supports the day-to-day operations of registered and private funds sponsored by Perpetual Americas Funds Services ("PAFS"). This role involves working with PAFS' operations, finance, legal and compliance teams, as...

  • Fund Operations Specialist

    2 weeks ago

    Australia beBeeAccountant Full time $120,000 - $180,000

    Key ResponsibilitiesThis role requires hands-on involvement in all aspects of accounting and reporting, including quarterly unit price investor reporting and project variance analysis to investors and the business.The ideal candidate will have strong leadership skills to lead and mentor a team to achieve high-quality reporting and advice to the...

  • Grants Funding Officer

    2 weeks ago

    Australia University Of Newcastle Full time

    Identify, evaluate and promote funding opportunities to academic staff/researchers.- Part time (0.4 FTE) fixed term (until July '26) opportunity based at our Callaghan Campus- 17% super, generous annual, personal, and life leave, wellbeing programs, health and fitness discounts**Be challenged and imagine with us**:As Grants Funding Officer, you will play a...

  • Residential Fund Optimizer

    2 weeks ago

    Australia beBeeFundingspecialist Full time $110,000 - $140,000

    Optimizing Residential Funding ExpertOur organization is seeking a seasoned funding professional to drive residential funding optimization and maximize its positive impact on residents.About the Role:This highly collaborative team member will maintain and monitor residential subsidy and funding centred to the Australian National Aged Care Classification...

  • Client Relations Manager

    2 weeks ago

    Australia Impact Hr Consulting Full time

    Finding the Right People for the Right Roles- Full Time- Level 3, 11 Murray Rose Ave Sydney Olympic Park NSW 2127 P.O. Box 113 Eastwood NSW 2122**Company**: Active Metal Pty Ltd**Location**: Level 3, 11 Murray Rose Ave Sydney Olympic Park NSW 2127 P.O. Box 113 Eastwood NSW 2122**Salary**: $TBC**About Active Metal****Active Metal** are experts in transforming...

  • Client Care Representative

    1 week ago

    Australia Animal Emergency Australia Full time

    Lucrative penalty rates- Pet wellness discounts- Gym discountsAES Tanawha is on the lookout for a Client Care Representative**About AES Tanawha**AES Tanawha is a fast-paced and progressive 24-hour emergency clinic situated in the beautiful Sunshine Coast. We are a trusted leader in Emergency and Critical Care (ECC) for small animals and our vision is to set...

Managed Funds Client Facing Team

2 weeks ago

Australia JPMorganChase Full time $80,000 - $120,000 per year

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 Managed Funds Client Facing Team (CFT), you will be responsible for the day to day Client Service supporting multiple Managed Funds clients. Your responsibilities will include the timely and accurate response to all Managed Funds client queries and you will also be required to adhere to a risk & control framework covering key control functions within Managed Funds Operations. In your new role, you will develop strong internal relationships across multiple business and product teams including Managed Funds Product, Sales, Client Service Account Management (CSAM), onshore and offshore operations and processing teams, and other Managed Funds CFTs globally. You will maintain a focus on developing and maintaining strong client relationships including periodical client meetings and pro-active client support. And you will also be required to identify and deliver operational opportunities to improve settlement timeliness and straight through processing, promote the use of JPMorgan tools available to clients and contribute to JPMorgan's business initiatives.

Job responsibilities

  • Deliver client service excellence for all Managed Funds clients including Local and Global Asset Managers, Local and Global Investment Managers, Australian Superannuation Funds, Global Pension Funds and other Managed Funds clients
  • Deliver timely and accurate responses to client queries, especially in a live environment and with Managed Funds trade instruction cut-offs in mind
  • 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 Managed Funds client facing team, including timely escalation, knowledge sharing, collaboration and continuous learning
  • Develop strong relationships with internal business and client service teams including Managed Funds Product, Cash Product Sales, Client Service Account Managers, and Operational teams
    Deliver on client and JPMorgan related projects and initiatives, including but not limited to migrating client assets from a Direct to Transfer Agency (D2TA) model to a Clearstream sub-custodian model

Required qualifications, capabilities, and skills

  • Minimum of 5 years of client facing operational experience with a custodian, fund administrator, fund manager or equivalent
  • Solid experience providing client facing and/or operational support covering Managed Funds settlements, security setup, and asset servicing
  • Previous experience providing operational support to Global Fund Managers and Australian Superannuation Funds
  • Effective attention to detail, and demonstrate working knowledge of Unlisted unit trust
  • Effective written and communication skills with a strong track record specifically related to supporting external financial services clients
  • Display a track record of using KPIs and metrics to deliver continual process enhancements and ongoing improvements to client excellence