Join a team that plays a direct role in delivering a high-quality client experience and strong operational outcomes. You will help shape how we engage with clients, manage service delivery, and continuously improve our processes. This is an opportunity to deepen your transfer agency expertise while building strong partnerships across operations, technology, and product teams.
As a Transfer Agency Client Delivery Officer, Associate at JPMorganChase within our Transfer Agency team, you will be accountable for delivering local service requirements for one significant client or multiple key clients. You will build trusted relationships, manage day-to-day governance, and take end-to-end ownership of issue resolution. You will partner closely with internal teams to ensure timely, accurate processing and clear communication. You will also support service improvement initiatives using your understanding of transfer agency operations. This role includes Spanish-language client and investor interactions.
Job responsibilities- Serve as the primary point of contact for one significant client or multiple key clients, ensuring responsive service and effective escalation management
- Build and maintain strong working relationships with internal partners across operations, sales, technology, solutions, custody, and product teams
- Lead end-to-end issue resolution through proactive investigation, coordination, and timely communication to clients and stakeholders
- Perform quality checks on exception processing completed by team members and support consistent execution of operational procedures
- Produce and deliver intraday cash flow forecasting reports to portfolio managers within agreed service level agreements
- Process investor payment instructions and associated fund movements with accuracy and appropriate controls
- Process investor transactions including subscriptions, redemptions, switches, and transfers in line with procedures and deadlines
- Prepare and review client and investor reporting (for example statements, confirmations, order acknowledgements, and regulatory reporting) and respond to queries via phone, email, and secure messaging channels
Required qualifications, capabilities, and skills- Minimum of 2 years of transfer agency experience with an in-depth understanding of end-to-end operational processes
- Fluency in Spanish, with the ability to respond to clients and investors via email and by phone in Spanish
- Demonstrated client service experience, including managing expectations and supporting senior client interactions
- Strong written and verbal communication skills, including the ability to present information clearly to stakeholders
- Proven ability to take ownership, prioritize effectively, and deliver results under time pressure and tight deadlines
- Strong organizational and time management skills, with the ability to manage multiple workstreams concurrently
- Demonstrated controls mindset, including experience operating within defined procedures and escalating risk and issues appropriately
- Comfortable working in a changing environment, including ambiguity and competing priorities, while maintaining a strong focus on service quality
Preferred qualifications, capabilities, and skills- Knowledge of the National Securities Clearing Corporation operating model
- Experience supporting operational governance routines (for example service reviews, action tracking, and stakeholder communication)
- Experience driving process improvements using operational data, root-cause analysis, and structured problem solving
- Experience supporting fund services in partnership with custody and technology teams
This role is based in Dublin and supports a shift schedule. The standard shift is 13:45pm-10;00pm but for periods may be required to work other shifts (10:00am-6:00pm, 11:00am-7:00pm, 12:00pm-8:00pm or 2:00pm-10:00pm), so flexibility is required. Extended hours and/or weekend coverage may be needed during new business onboarding, system implementations, and peak processing cycles (for example month-end or year-end).
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 TEAMJ.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
