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Fund Servicing Associatenew

JPMorgan Chase (JPMC) · Other

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Closes in 18 days — 31 Aug 2026

Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners. You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements. Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration.

As a Fund Servicing Associate I within JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration. Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement. With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment. Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform.

Job responsibilities
  • Manage the end-to-end operational workflow across Transfer Agency functions, ensuring accurate and timely service delivery.
  • Provide leadership and oversight for daily processing activities while maintaining a strong control environment.
  • Monitor operational performance against established service level agreements, quality standards, and key risk indicators.
  • Drive effective workforce planning, resource allocation, training, and succession planning to maximize team capacity and productivity.
  • Ensure all operational controls, reconciliations, and client-related activities are completed within defined deadlines and governance requirements.
  • Manage the resolution of client inquiries, service issues, and operational escalations in partnership with internal stakeholders.
  • Review and maintain Standard Operating Procedures (SOPs) to ensure alignment with regulatory requirements, risk frameworks, and business processes.

  • Identify opportunities for process enhancement, automation, and efficiency improvements across Transfer Agency operations.

     

Required qualifications, capabilities, and skills
 
  • Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related discipline.
  • Proven experience in Transfer Agency Operations, Fund Services, Securities Operations, or a related financial services environment.
  • Strong knowledge of operational processes across Transfer Agency, Reconciliation, Settlements, Asset Servicing, Custody, Trade Support, and associated control functions.
  • Demonstrated experience leading and developing teams in a fast-paced operational environment.
  • Strong understanding of operational risk management, regulatory requirements, and control frameworks.
  • Strong stakeholder management and communication skills, with the ability to engage effectively across all organizational levels.
 
Preferred qualifications, capabilities, and skills
 
  • Experience managing managers or leading large teams within Fund Services or Transfer Agency Operations.
  • Strong understanding of mutual funds, investment products, and fund servicing processes.
  • Demonstrated experience leading process improvement, transformation, or automation initiatives.
  • Ability to influence and drive strategic business outcomes across multiple stakeholder groups.
  • Experience working within a global operating model and partnering with cross-regional teams.
  • Knowledge of industry regulations and best practices impacting Transfer Agency and Fund Services operations.
 

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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