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: Be part of a collaborative team with a commitment to continuous improvement.
- Why this job: Make a real impact in client service and drive improvements in a dynamic environment.
- Qualifications: Strong client focus, relationship management skills, and excellent communication abilities.
The predicted salary is between 60000 - 68231 £ 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.
- 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.
- 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.
- 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 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.
- Communication, influencing and interpersonal skills – Excellent written and verbal communication skills with an ability to articulate complex ideas clearly.
- 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 in London employer: Jpmorgan Chase & Co.
As a leading player in the asset management sector, our company prioritises client experience and fosters a culture of collaboration and continuous improvement. Located in the heart of the UK, we offer our employees exceptional growth opportunities, a commitment to integrity, and a supportive environment that values innovation and adaptability. Join us to be part of a team that not only drives excellence in client service but also champions your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Asset Management - UK TA Oversight, Senior Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Jpmorgan Chase & Co.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Asset Management - UK TA Oversight, Senior Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Jpmorgan Chase & Co..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Jpmorgan Chase & Co.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Jpmorgan Chase & Co.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Jpmorgan Chase & Co..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Jpmorgan Chase & Co. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Jpmorgan Chase & Co. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
