Overview
Description: The New Client Onboarding team, oversee operations related to Fund Events, including Reconciliations, Processing, and Validating Transactions
Join our dynamic New Client Onboarding team as a Vice President, where you’ll oversee fund event operations and ensure transaction accuracy. Your expertise will drive process automation and resolve inquiries, making you a key contact for escalations. Lead with excellence to deliver seamless onboarding experiences and uphold high service standards.
Job Summary
As a Vice President in the New Client Onboarding team, you will oversee operations related to Fund Events, including Reconciliations, Processing, and Validating Transactions. You will resolve inquiries, manage accounting transitions, drive process automation, and serve as a contact for escalations. Your role involves ensuring seamless onboarding and maintaining high standards of service delivery.
Job responsibilities
– Manage complex projects and understand FA comprehensively.
– Engage directly with clients and collaborate with onshore partners.
– Adapt to ambiguity and maintain flexible work hours.
– Lead initiatives in people management.
– Oversee management of stakeholders.
– Ensure adherence to compliance standards.
– Manage Service Level Agreements effectively.
– Coordinate workforce management strategies.
– Facilitate onboarding of new clients, including tax and accounting transitions.
– Execute transitions and restructures of client records.
– Support processing and resolution of transition queries.
Required qualifications, capabilities, and Skills:
– Graduate/Postgraduate with 14 years’ experience in Financial Sector.
– Solve problems effectively.
– Be solution-oriented.
– Pay meticulous attention to detail.
– Work in a deadline-driven environment.
– Focus on client needs.
– Be control-oriented.
Preferred Qualifications, Capabilities, and Skills:
– Use MS Office proficiently.
– Influence and engage key stakeholders.
– Lead teams and work across regions.
– Have at least 12 months tenure in current job and process.
– Knowledge of Mutual and Pension Funds, Fund Accounting, GAAP accounting.
– Understand Fund Accounting components and Securities industry.
– Management experience is preferred.
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 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.
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