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Custody Operations - Client Servicing Manager - Vice President
Salary undisclosed
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- Manage the Custody Client Operations Client Facing Team who services APAC based clients with global investment portfolio, client based primarily in Hong Kong, China and South East Asia.
- Be responsible for the E2E query resolution raised by clients. These queries will include, but not be limited to Settlements, Corporate Actions, Tax and Income. Involved in detailed discussions/handholding.
- Create resolution and manage escalations leveraging internal teams globally and regionally as appropriate.
- Build strong relationships with clients to understand their behavior and requirements.
- Partner with client service account managers in analysis of service requests and service delivery Issues as well as any daily activities that may impact client satisfaction. Attend client meetings.
- Analyze client transactional data, identify trends, behaviors, key risk and control metrics; present data metrics to senior management, business stakeholders and support client interactions.
- Leverage technology, AI and digital tools to identify and deliver client and operational efficiencies.
- Partner with client service account managers in analysis of service requests and service delivery Issues as well as any daily activities that may impact client satisfaction.
- Monitor resolution of risk indicators to ensure that both J.P. Morgan and the client are aware of any issues that may have an adverse financial or reputational impact.
- As a people manager, includes setting objectives, building the culture and career development plan.
- Bachelor's degree in Finance, Economics or other related disciplines
- Minimum 8 years' experience in Trade Management/Cash/Asset Servicing at a Custodian or Prime Broker with a focus on client service & operations.
- Strong focus in client service management, communication, and delivery.
- Ability to work closely with business partners and interact with all staff levels.
- Ability to be flexible, follow tight deadlines, organize, and prioritize work.
- Strong analytical and problem-solving skills, taking initiative to drive change and enhance controls.
- Ability to manage through a changing business landscape.
- Candidate must have a control focused agenda, and a thorough understanding of program/project risk.
- Anticipate issues and proactively drive initiatives to ensure results.
- Self-starter and ability to learn quickly.
- Managerial experience in managing operational teams.
- As this role will have regular client facing involvement and engagement with senior staff in all areas of Securities Services, the person in this role must be confident, articulate and able to represent J.P. Morgan in front of clients. Strong oral and written communication and presentation skills are required.
- Proactive in identifying and escalating issues.
- Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody.
- Extensive knowledge of financial markets and instruments, both domestic and global.
- Comprehensive understanding of Global markets.
- Asian language skills like Malay, Mandarin, Thai, etc. as the individual would be interacting with clients based in South East Asia regions