Developing and sustaining solid relationships with company stakeholders and customers.
Analyzing customer feedback data to determine whether customers are satisfied with company products and services.
Recruiting, training, and guiding business development staff.
Providing insight into product development and competitive positioning.
Analyzing financial data and developing effective strategies to reduce business costs and increase company profits.
Conducting market research to identify new business opportunities.
Collaborating with company executives to determine the most viable, cost-effective approach to pursue new business opportunities.
Meeting with potential investors to present company offerings and negotiate business deals.
Responsible for client reporting accuracy including quality checking reporting package once Accounting Portfolio Administrators have finalized accounting datavClient take on for intermediary clients.
The Fund Client Service Administrator will be responsible for all aspects of client reporting, including pricing information, investment reports, static data report.
Gather account-specific information from various sources (legal documents, JPM systems, internal service partners)
Communicate with Onboarding Client Account Managers third party providers to ensure Account Openings are completed accurately and efficiently
Coordinate with client’s custodian regarding account opening information, documentation and operational processes
Requirements
Candidates should possess a Bachelor's Degree with at least 5 years relevant work experience.