At a Glance
- Tasks: Oversee client service and ensure top-notch TA delivery while managing relationships.
- Company: Join a leading asset management firm focused on client-centric solutions.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic role with opportunities to lead change and collaborate across teams.
- Why this job: Make a real impact by enhancing client experiences and driving process improvements.
- Qualifications: Strong communication skills and a passion for client service are essential.
The predicted salary is between 55000 - 65000 £ per year.
Job responsibilities:
- Client Service & TA Oversight: Provide client service oversight, including monitoring client trends, particularly those indicating signs of vulnerability, issue management, post‑call surveys, and referrals of queries outside TA responsibility, ensuring prompt follow‑up and minimal client impact. Prioritise client experience and demonstrate good outcomes, placing Consumer Duty at the heart of decision‑making. Oversight of typical TA responsibilities – including Dealing, Cashflow monitoring and escalation with relevant investment desks around any issues, Settlements, Registrations, Rebate Processing, AML, Tax Reporting.
- Third-Party & Vendor Oversight: Oversee and manage the TA to ensure high‑quality service delivery through KPIs, SLAs and compliance with contractual obligations. Fostering a collaborative partnership built on mutual trust and transparency. Conduct regular in‑person site visits with TA and other vendors as required to maintain oversight, leverage relationships and act as delivery manager. Build relationships with peers of the appointed TA and attend multi‑client forums and committees.
- Change Management & Process Improvement: Lead and manage change initiatives, including holistic client service improvements, process simplification and regulatory projects such as Accelerated Settlement.
- Complaints & Issue Resolution: Oversee complaints, chair the monthly European Complaints Forum, review trends, collaborate with TA on prevention, engage with FOS, manage complex complaints, ex‑gratia payments and ensure FCA reporting is completed.
- Risk, Controls & Performance Monitoring: Analyse errors and breaches, understand TA control failures and explore preventative actions both within TA and internally. Identify, act on and minimise risks within the business. Monitor Key Performance Indicators (KPIs), ensuring timely and appropriate escalation of any trends or performance issues.
- Specialist & Governance Activities: Represent UK TA Oversight within Asset Management Governance forums and produce relevant reporting. Act as Subject Matter Expert and manager for Client Communications, collaborating with Product Development and wider EMEA teams to coordinate fund activity, EGMs and other key client engagement initiatives.
Required qualifications & Skills:
- Client focus – Essential to demonstrate a client centric mindset with a strong commitment to integrity, delivery and responsibility.
- Relationship management – Ability to build and maintain partnerships with key external and internal stakeholders, including product development, operations, investment desks, compliance, risk, tax, internal and external audit functions alongside multiple third‑party vendors who support the UK Funds business.
- Communication, influencing and interpersonal skills – Excellent written and verbal communication skills with an ability to articulate complex ideas, concepts and solutions clearly and appropriately for the audience.
- Ownership and Continuous Improvement – Self‑motivated and a strong collaborator, demonstrating a keen sense of ownership and continuous improvement mindset.
- Attention to Detail and Organization – Must possess keen attention to detail and excellent organisational skills.
- Time Management – Ability to prioritise tasks and manage time effectively to meet deadlines and service standards.
- Adaptability – Flexibility to adjust to changing client needs and evolving industry trends.
Asset Management - UK TA Oversight, Senior Associate employer: Jpmorgan Chase & Co.
As a leading player in the asset management sector, we pride ourselves on fostering a dynamic work environment that prioritises client experience and continuous improvement. Our commitment to employee growth is evident through comprehensive training programmes and opportunities for advancement, all while maintaining a collaborative culture that values integrity and innovation. Located in the heart of the UK, our team enjoys a vibrant city atmosphere, with access to a wealth of professional networking opportunities and resources.
StudySmarter Expert Advice🤫
We think this is how you could land Asset Management - UK TA Oversight, Senior Associate
✨Tip Number 1
Network like a pro! Get out there and connect with people in the asset management field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client service approach and how they handle TA oversight. Tailor your answers to show how your experience aligns with their values and needs. We want you to shine!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from the interview to remind them of your conversation and reinforce your interest.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Asset Management - UK TA Oversight, Senior Associate
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in client service and TA oversight. We want to see how your skills align with our focus on client experience and relationship management.
Showcase Your Communication Skills:Since excellent communication is key for this role, use your application to demonstrate your ability to articulate complex ideas clearly. We love seeing candidates who can convey their thoughts effectively in writing!
Highlight Your Attention to Detail:In asset management, details matter! Use your application to showcase examples where your keen attention to detail made a difference. We appreciate candidates who take pride in their work and ensure accuracy.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive!
How to prepare for a job interview at Jpmorgan Chase & Co.
✨Know Your Client Focus
Make sure you understand the importance of a client-centric mindset. Be ready to discuss how you've prioritised client experience in past roles and how you can apply that to the Asset Management position.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've built and maintained partnerships with various stakeholders. Highlight your ability to communicate effectively with both internal teams and external vendors, as this is crucial for the role.
✨Demonstrate Change Management Experience
Think about times when you've led change initiatives or process improvements. Be prepared to share specific examples that showcase your ability to manage change and enhance client service.
✨Highlight Your Attention to Detail
Since this role requires keen attention to detail, come equipped with examples that demonstrate your organisational skills and how you've successfully managed multiple tasks while maintaining high standards.
