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Permanent

Asset Management - UK Transfer Agent Oversight Team

London
money-bag 10000-500000 Annual
2973163700
Posted 2 days ago

As an Asset Management - UK Transfer Agent Oversight Team you will report directly to the Transfer Agency Oversight Manager and you are required to collaborate closely with the wider team (London and India) as well as internal teams within JPMorgan Asset Management and the TPA. Job responsibilities: Supporting good client outcomes Oversee and support complaint referrals from the TPA or internally from other teams, oversee and support general servicing queries from the TPA. Handle complaints that fall outside the TPA''s responsibility - e.g., Performance Complaints. Act as a point of escalation for all client service and complaint queries for both the TPA and internal teams, Issue Escalation and Resolution: Appropriately escalate identified issues and work towards their timely resolution, maintaining effective communication. Handle all Financial Ombudsman Service (FOS) Complaints and negotiating resolution alongside the TPA. Prepare and Present Reports: Develop and deliver regular reports to monthly Complaints Meeting, Consumer Duty Meetings and any Meetings as required, ensuring that all relevant data and insights are accurately presented to support informed decision-making. Work with the TPA and wider team on Root Cause Analysis for both Complaints and overall client feedback. Conduct TPA Site Visits: Perform regular site visits to the TPA for oversight and monitoring. This includes accurately recording minutes and ensuring the timely completion of all action items. ..... full job details .....

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