J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals.
Job DescriptionThe Customer Transfer team is responsible for the transfer of assets to and from the client's accounts, based on instructions provided by Financial Advisors and counter broker institutions.
The team's interaction with the client is through Financial Advisors or the SDI Team for all transfers submitted by the Client on the Digital Platform.
The Department is organized into 8 functions: (1) ACAT Receive, (2) ACAT Delivery, (3) Non-ACAT Receive, (4) Non-ACAT Delivery, (5) Direct Registration Service ("DRS"), (6) Mutual Fund Transfers Receives, (7) Mutual Fund Transfers Deliveries, and (8) Fail Reversals.
The main volume for the team's workload is represented by ACAT (Automated Customer Account Transfers), which are basically transfers that go via system and require analysts to review transfer forms provided by Financial Advisors or the SDI Team to ensure they are in good order before they're processed.
Non-ACAT transfers are manually processed, and apart from reviewing forms, a follow-up process is implemented to ensure the transfer gets completed.
As an Account Transfers Analyst, you will be responsible for operations processes and controls embedded in the daily workflow within your specific function.
Responsibilities:Understand the function and relevant processes end to end.
Cross-training is implemented on a monthly basis, giving the team resiliency tools for backup.Understand the fundamental concepts related to operational flow.Perform day-to-day operations which may include facilitating settlements, transfers, cashiers, asset servicing, or reconciliation.Identify issues, analyze problems, and provide viable solutions.Attend regular group meetings with managers to ensure appropriate communication; escalate issues; incorporate feedback into day-to-day processes.Adhere to operating procedures; ensure procedures are up to date; non-routine tasks should be reviewed and documented as necessary.Skillsets:Written and oral English skills (used on a daily basis with the US counterparties when performing callbacks and sending emails to Financial Advisors and Contra firms).Bachelor's degree or equivalent, preferred.Strong attention to detail.Ability to prioritize workload from different sources.Able to deal with deadlines to meet the daily cut-offs.Ability to analyze a process, identify, and implement improvements.Ability to adapt and be flexible in a team environment.Ability to demonstrate a strong client focus.Team player, within the Transfers space and with other teams that work alongside Transfers.Proficient in Microsoft Office, i.e., Word, Excel, Access, Outlook.
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