Vista previa de la oferta
Analyst - UK Funds Client Services
mid · Asset Management
Join UK Funds Client Services and become the trusted point of contact for UK intermediaries investing in JPMAM fund ranges. Partner with internal teams globally to deliver seamless onboarding and outstanding servicing. Help drive service excellence through strong controls, clear communication, and continuous improvement.
As a UK Funds Client Services Associate within UK Funds Client Services (UK FCS), you manage the end-to-end client lifecycle for UK intermediaries investing in OEIC, SICAV, Liquidity, and HKUT fund ranges. You coordinate onboarding, daily servicing, and account closure while partnering across Operations, Product, Legal, Compliance, and Risk to resolve issues efficiently. You maintain high standards of client experience, data quality, and operational control in a fast-paced environment.
Job Responsibilities
- Act as the primary client touchpoint across onboarding, servicing, and account closure.
- Coordinate end-to-end onboarding activities with internal teams and external counterparties.
- Validate client instructions and documentation to support accurate processing and setup.
- Explain operational processes and applicable JPMorganChase policies to clients clearly.
- Ensure timely and accurate account opening/closing, including system setup and static data maintenance.
- Respond to time-sensitive trade queries, including confirmations, contract notes, debtor chasing, interest claims, and SWIFT copy requests.
- Resolve complex client issues by driving cross-functional alignment to minimize client and business impact.
- Maintain client records and static data with strong accuracy and attention to detail.
- Document procedures and updates, maintaining a clear audit trail and maker-checker controls where required.
- Produce evidence and extracts to support internal control testing and oversight requests.
- Drive efficiencies and service improvements through targeted process and platform interventions, escalating issues promptly.
Required qualifications, capabilities and skills
- Demonstrate at least 3 years of relevant client servicing experience in asset management or asset servicing.
- Apply strong stakeholder management skills across multiple teams and seniority levels.
- Communicate clearly and professionally with clients and internal partners in writing and verbally.
- Execute work with outstanding accuracy, attention to detail, and disciplined documentation.
- Manage competing priorities effectively under time pressure and tight deadlines.
- Maintain strong control awareness, including adherence to procedures and audit trail expectations.
- Use Microsoft Excel, PowerPoint, Word, and Outlook at an intermediate to advanced level.
Preferred qualifications, capabilities and skills
- Support intermediaries investing in fund structures such as OEIC and SICAV.
- Handle trade-support queries and operational follow-ups in a time-sensitive environment.
- Interpret basic financial concepts and demonstrate financial markets awareness in client interactions.
- Partner effectively with Legal, Compliance, Risk, and Product to drive issue resolution.
- Build strong working relationships across local and global teams with cultural awareness.
- Improve processes through continuous improvement, automation, or platform-led interventions.
- Demonstrate a proactive, self-starting approach with strong ownership and accountability.