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Chase · 1 day ago

Vice President - Client Service

70 Fargo St, Boston, MA, 02210, US

Full-time

Onsite

Senior Level

JPMorgan Chase is a leading financial institution providing innovative financial solutions. The Vice President within the IMOS Client Global Operations team will manage the Client Operations team, ensuring premier service delivery and acting as a liaison with clients to resolve issues.

BankingFinancial Services

Responsibilities

Play a lead role within the Global Client Operations team and act as a client-facing point of escalation, including overseeing our processing teams to ensure any issues requiring client attention are quickly resolved and working with the teams to ensure high levels of straight-through processing

Establish dashboards and metrics to demonstrate progress and high quality of support to clients and senior management with clear and consistent statistics and commentary

Oversee large components of the daily operational activities essential to premier service delivery, including day-to-day management oversight of the team, work allocation, capacity management, and talent management as required

Build solid relationships with Client teams, including Front Office, Performance & Risk, and Compliance teams, and attend and participate in forums hosted and run by third parties

Work with management of the client operations team to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model, developing client relationships to understand their fund structure, trading behaviors, and strategies

Partner with Relationship Management and help lead client service and due diligence meetings

Collaborate cross-functionally with technology, service, product, and other operations teams to manage the entire service delivery

Liaise with external third parties daily, including brokers, custodians, transfer agents, and vendors, while monitoring market changes and developments

Utilize experience with reconciliations and transaction lifecycle management

Drive projects designed to enhance and improve existing processes and systems, and participate in new fund and product launches

Manage teams to ensure the creation of diverse, high-performing teams and manage them effectively with clear objectives, goals, and targets to ensure continuous learning and development

Qualification

Investment OperationsClient service skillsLeadership experienceReconciliationsTransaction lifecycle managementProblem solving skillsCommunication skillsRelationship buildingFlexibility

Required

Product knowledge particularly of Equities, Fixed Income, Cash Markets, FX, OTC instruments, Exchange Traded Derivatives, other financial instruments, and general trade lifecycle. Knowledge of industry and vendor products

Client service / relationship building skills with the ability to build strong relationships with a wide variety of diverse groups, both internally and externally

Demonstrated leadership experience across process, risk, and control within Investment Operations including managing change. Self-starter with ability to learn quickly

Excellent client facing skills & communication style, comfortable dealing with key clients

Proven ability to lead teams across multiple locations. Strong influencing skills, Ability to challenge existing processes and controls

Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload

Experience of Investment Operations (Trades, Cash and Reconciliations)

Experience of Reconciliations and transaction lifecycle management

Excellent problem solving skills to identify, understand and address operational and technical issues

Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives

Ability to be flexible, follow and meet tight deadlines, organize, and prioritize work and meet the clients' expectations