At a Glance
- Tasks: Oversee client service and ensure top-notch TA delivery while managing change initiatives.
- Company: Join a leading asset management firm focused on client-centric solutions.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to collaborate with diverse teams and grow your career in finance.
- Why this job: Make a real impact by enhancing client experiences and driving process improvements.
- Qualifications: Strong client focus, relationship management skills, and excellent communication abilities.
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.
- 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, 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.
- 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.
- Ownership and Continuous Improvement - Self-motivated and a strong collaborator.
- Attention to Detail and Organization - Must possess keen attention to detail and excellent organizational skills.
- Time Management - Ability to prioritise tasks and manage time effectively.
- Adaptability - Flexibility to adjust to changing client needs and evolving industry trends.
Asset Management - UK TA Oversight, Senior Associate in London employer: JPMorganChase
As a leading player in the asset management sector, we pride ourselves on fostering a dynamic work environment that prioritises client service and continuous improvement. Our commitment to employee growth is reflected in our comprehensive training programmes and collaborative culture, where every team member is encouraged to contribute to meaningful change. Located in the heart of the UK, we offer unique opportunities for professional development while ensuring a supportive atmosphere that values integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Asset Management - UK TA Oversight, Senior Associate in London
✨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. This will help you tailor your answers and show that you’re genuinely interested in making a positive impact.
✨Tip Number 3
Practice your communication skills! Since this role requires excellent interpersonal abilities, consider doing mock interviews with friends or mentors. Focus on articulating your thoughts clearly and confidently, especially when discussing complex ideas.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are proactive and engaged. Plus, it’s a great way to ensure your application gets into the right hands. Let’s get you started on this exciting journey!
We think you need these skills to ace Asset Management - UK TA Oversight, Senior Associate in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your experience in client service and TA oversight, and don’t forget to showcase your relationship management skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific examples of how you've improved processes or managed client relationships in the past. We love a good story!
Showcase Your Communication Skills:Since this role requires excellent written communication, make sure your application is clear and concise. Avoid jargon and keep it professional yet approachable. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at JPMorganChase
✨Know Your Client-Centric Mindset
Make sure you can articulate how you've prioritised client experience in your previous roles. Think of specific examples where you demonstrated integrity and responsibility, especially in challenging situations.
✨Showcase Your Relationship Management Skills
Prepare to discuss how you've built and maintained partnerships with various stakeholders. Highlight any experiences where you collaborated with teams across different functions, as this will resonate well with the role's requirements.
✨Communicate Clearly and Confidently
Practice explaining complex ideas in a straightforward manner. Use examples from your past work to illustrate your communication skills, ensuring you can adapt your message for different audiences.
✨Demonstrate Your Problem-Solving Abilities
Be ready to discuss instances where you've led change initiatives or improved processes. Focus on how you identified issues, implemented solutions, and monitored outcomes, showcasing your ownership and continuous improvement mindset.
