Do you have a passion for delivering a positive client experience? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund Services team where you will have an opportunity to elevate your career to the next level. As an Operations Service Delivery Manager - Associate in the Fund Services Operations team, you will be responsible for acting as the daily contact and first point of escalation for clients and internal operations teams. You will take ownership of the issue and will assess, coordinate and manage the issues with the assistance of the relevant internal teams ensuring that service delivery standards are continuously in alignment with the terms of the service level agreement between J.P. Morgan and the client. You will exhibit an ability to work with, and manage through, other functional areas both locally and globally, to ensure the provision of a timely and efficient level of service. In your new role, you will also have a high degree of autonomy in the management of your client base, however you must be able to exercise reasonable judgment regarding the escalation of issues to the Relationship Manager, your client service team manager, and to appropriate operations managers.Job responsibilities Establish schedule of service reviews with service delivery partners and conduct/run service reviews, and incorporate service metrics and client reporting. Be responsible for follow through on service delivery issues emanating from service reviews. Create and maintain "Paths to Green" for service functions operating below client expectations. Facilitate regular communication across all internal teams to support consistent service delivery (virtual team meetings). Establish a rapport with the client that allows for joint tactical planning for client and J.P. Morgan driven initiatives. Take a lead role in all service delivery initiatives. Be conversant in each product provided to the client from J.P. Morgan with a focus on the superannuation funds segment. Understand how your clients interact and impact each product group, and leverage this knowledge to facilitate timely problem resolution between client and J.P. Morgan Operations teams. Act as the subject matter expert in one or more product areas, and ensure you proactively seek to understand internal, client or industry changes associated with their subject matter areas and drive that information for the benefit of the team. Manage internal virtual service team involved in service delivery activities for the client.Required qualifications, capabilities, and skills Minimum 5 years relevant industry experience in the financial services sector. Relevant knowledge and experience will be considered in conjunction with related business degree, or industry recognized training ((Certified Practising Accountant (CPA), Association of Chartered Certified Accountants (ACCA), Security Industry Association (SIA), The Australian Financial Security Authority (AFSA)). Demonstrated experience in, exposure to and interest in global financial markets. Demonstrated experience and exposure to complex superannuation fund client base. Demonstrated experience in and exposure to investment administration products including Portfolio Accounting, Unit Pricing, Financial Accounting. Demonstrated experience and exposure to Investment Middle Office, Performance and complex Fund Structure services. Demonstrated experience in forming, building and leveraging internal and external client relationship. Proactively responds and adapts to change on a personal and professional level. Supports and influences strategies to support business transformations and enhancements to current practices. Supports, drives and influences the goals and strategies of business by taking initiative, engaging others, expressing ideas and challenging the status quo and effectively representing the Business function. Actively demonstrates leadership, influencing and change management behaviours. Takes accountability for issues and actions and leverages relationships to ensure client and internal expectations are met.Preferred qualifications, capabilities, and skills Team player Effective influencing and negotiation skills Effective and proven presentation skills Excellent communication skills Effective attention to the identification, prioritization and resolution/escalation of risk issue. Continuously displays effective analytical and decision making skills Ability to work under pressure, prioritise appropriately, meet deadlines and juggle simultaneous demands.About usJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.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.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.Salary: . Date posted: 04/15/2024 10:21 PM

Legal Counsel - Financial Services - Sydney

Michael Page, Sydney

Review and negotiation of investment management agreements and related investment guidelines;Drafting and/or review of marketing materials including the creation and/or updating of Information Memorandums / PDS'/ TMDs and other fund offering documents for funds;Provide support and legal advice/counselling to all business units and internal clients on various matters;Review and/or negotiation of all vendor and other agreements, including lease agreements, terms of business, that are required for the day-to-day operation of the business;Conduct local board meetings serving as Company Secretary and preparation of board resolutions, minutes and other documents as may be required for sound corporate governance;Work closely with Australian Compliance (based in Melbourne) to ensure a positive regulatory and compliance environment. Ongoing projects include AML, FATCA, CRS, industry consultations;Provide advice to the firm's International Legal Group for doing business in or with Australia including the distribution of funds domiciled in Luxembourg;Monitor and provide advice with respect to changes in relevant laws, regulations and standards as necessary;Instructing and coordinating with external counsel; andThe performance of certain administrative tasks and use of proprietary software and databases to track client documentation, approve client accounts for management, etc., in connection with the foregoing.Candidates should be admitted to practice law in Australia and hold, or be eligible to hold, a practising certificate and have practiced in a law firm setting or asset management for a minimum of five years. The position requires strong analytical abilities as well as evolved organizational skills and a high level of detail orientation. The position also involves extensive daily interaction with the firm's Australian staff including but not limited to very close partnership with Compliance/Risk, Institutional and Retail Client Group, Finance, Operations and local and global Investment colleagues so strong interpersonal skills and professional demeanor are prerequisites.The ability to work independently and handle multiple priorities at once is a must. Maturity, pragmatism, good business sense, a strong work ethic and an ability to inspire confidence are keys to success in this position.