Job ref no.: CT3128817-01#4753

Asset Management Operations, Service Delivery - Associate

JPMorgan Chase Bank, N.A.

  • Daily support on account opening process (including review of Tax related documents) and ensure account opening delivered within SLA
  • Effectively communicate with Client Service Teams in Taiwan, Singapore and Hong Kong as well as Transfer Agency Service Vendors
  • Perform daily quality control over Transfer Agency Service Vendor and outsourced Fund Service Support team with SLA monitoring
  • Effectively communicate, escalation and record of Service Vendor error
  • Ensure proper compliance with FATCA and CRS compliance reporting requirements
  • Ensure applicable measures in place to drive implementation of any changes on FATCA, CRC, US1099 Tax reporting, Canada Tax reporting
  • Annual reporting to Group Tax for customer tax status and annual validation processing
  • Maintain and update Standard Operating Procedures
  • Assist with Due Diligence, Audit or regulatory related activities, if required
  • Handling new business request in relation to account opening process or Transfer Agency related activities
  • Review system and process improvement for operational effectiveness and efficiency, risk mitigation and regulatory compliance

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.


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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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More job information
Job ref no. CT3128817-01#4753
Job Function
Employment Term
  • Permanent
  • Full-time
  • 0 year - 5 years
Career Level
  • Non-management level
  • Degree