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CIB Operations – Transfer Agency – Registration and Investor Services Specialist

Req #: 180024771
Location: Senningerberg, L, LU
Job Category: Operations
Potential Referral Amount: 4000 Euro (EUR)
J.P. Morgan Fund Services provides services including fund accounting, fund administration, investment operations and transfer agenty to mutual and pension funds. EMEA Transfer Agency is a department with the EMEA Fund Services Operations team that houses operational oversight & client facing professionals that support our day to day service delivery to clients.
Role Description:

The Transfer Agency Registration team is responsible for the maintenance of the shareholder register for the Funds serviced by JP Morgan Bank Luxembourg SA.


Leveraging a global operating model whereby back office processing is performed from other JPMorgan locations, the principle objective of the role is to ensure effective governance of those sites whilst having direct responsibility for the execution of all external communications covering client and investor query management as an in country task.

Duties and Responsibilities

The candidate will be required to be able to oversight TA activity within one or more of the area’s functional groupings as directed (eg Shareholder Services, Registration, Sanctions & PEP Screening ).  Within this they will be expected to:

  • Ensure adherence to relevant policies.
  • Ensure processing offshore or onshore, as appropriate,  is within agreed SLA norms.
  • Ensure effective monitoring and reporting of outstanding items / backlog
  • Ensure that all internal/external clients receive the highest quality of service, executing requests/instructions/queries accurately on the day of receipt (same day processing) while adhering to company standards. 
  • Escalate immediately incidents, apply corrective actions and follow up preventative actions.
  • Liaise with internal service providers.
  • Proactively contribute to the improvement of BAU and oversight processes.
  • Ensure self development
  • Check work performed by colleagues as per authority level.
  • Ensure production of reports and quality in deliveries.
  • Good knowledge and experience of Transfer Agency processing with at least three years experience in a supervisory or team leader position.
  • Fluency in English, written and spoken.
  • Fluency in Dutch or Flemish, written and spoken, would be an advantage.
  • Team player with people and performance management skills.
  • Strong analytical skills, investigation skills and attention to detail.
  • Ability to adhere to deadlines while focussing on results and accuracy.
  • Be adaptable and flexible.
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