Job Description:

J.p. morgan serves one of the largest client franchises in the world. our clients include corporations, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. j.p. morgan is part of (COMPANY NAME) chase & co. (nyse: jpm), a leading global financial services firm with assets of $2.1 trillion. the firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. a component of the dow jones industrial average, (COMPANY NAME) chase serves millions of clients and consumers under its j.p. morgan and chase, and wamu brands.

(COMPANY NAME) asset management is a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. with a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

overall objective.
overall purpose of the role is to build the client service function and represent jpmam nordic towards all clients in the nordic region and be the key contact for the day to day activities.
the candidate will be responsible for all operational matters, to ensure close and efficient communication, using all relevant tools and resources at their disposal and involvement with the relevant operational teams,
the candidate will also provide comprehensive support to the nordic sales team, ensuring timely and effective co-ordination of activities.

main responsibilities and tasks:

·        build and develop the client service function for j.p. morgan asset management - nordic
·        support the nordic sales team

client experience

·        provide the essential link between nordic sales team and luxembourg operations with regards to all operational matters for nordic clients and internal co-operating entities. ensure all parties are continuously aware of your role and contact information.
·        query/error/complaint handling by applying highest quality standards and according to procedures within agreed deadline (kpi).
·        own the on-boarding process for the nordic client base in close co-operation with the sales team and operations teams in luxembourg.
·        constantly review and improve service performance and identify opportunities to enhance client experience.
·        proactively inform clients of changes/issues/initiatives (e.g. regulations, jpm policies, services, promote the use of stp solutions etc.).
·        know our clients and the funds they are invested in. deal with client data/information requests in timely and professionally manner.
·        assist the sales team and marketing manager in preparing client related activities.
·        ensure that the client database is correct and up-to-date (c2c) and that we have all necessary documentation with our clients.

communication

·        enable fluid communication by proactively keeping sales, operation teams and management up-to-date on current status of outstanding issues - ensuring eventual total service delivery.
·        remain updated on the nordic markets, on market specific project agenda, product knowledge and key clients/major relationships.
·        increase knowledge by actively sharing information with team members and act as point of referral for staff from anywhere in the company.
·        proactively build network with key partners from operational areas to leverage efficiency, maximise the impact of ideas and achieve targets.

control of risk
·        maintain awareness of approved procedures and control requirements and act on it accordingly.
·        complete all mandatory trainings proactively (i.e. aml, data privacy, code of conduct etc).
·        escalate and communicate issues to sales team and management as appropriate and in a timely manner in order to minimise financial and reputational damage.
·        support the management team in the mitigation of risk. actively contribute with feedback wherever appropriate.
·        all time accuracy and completeness of departmental logs (exception, claim, etc.).
·        undertake business with a full understanding of all compliance, audit, money laundering and a good understanding of local and luxembourg law

Candidate Requirements:

Key Characteristics

Focuses on client
Appreciates and understands client needs and aligns these with the products and services of the company.

Focuses on results
Does what it takes to deliver their job objectives and targets.

Takes Initiative
Takes responsibility and acts before being directed. Makes suggestions for the overall improvement of the Nordic Team's activities.

Is thorough
Is systematic in approach to detail to ensure that activities are completed effectively.

Builds Relationships
Establishes effective relationships for the benefit of both themselves and the Nordic Team.

Commits to goals and values
Aligns own behaviour with the goals and values of the Company. Demonstrates leadership and is flexible in approach for the good of the Company.

Is aware of the wider organisation
Is aware of how their activities impact on others in the wider organisation, and how the Company's systems, procedures and controls impact on their own job.

Is adaptable
Is prepared to adapt their approach to meet the requirements of different situations, and is receptive to the need for change. Is able to see the value of a different views, different to their own.

Is aware of others
Understands the needs and requirements of others and has an accurate perception of how they are likely to react.

Languages
Fluent in Swedish and English. Knowledge of other languages a plus.

IT Knowledge
Excellent IT capabilities: Microsoft Office applications, Microsoft Outlook, AWD, C2C, GTA