Fund Operations - Client Service Lead - Vice President

Location: Taipei, Taiwan

Job Family: Client Service Delivery

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Fund Operations - Client Service Lead - Vice President role in Taipei, Taiwan, is pivotal in our Asset & Wealth Management division, where you will lead client servicing efforts to ensure seamless operations for our investment fund clients. As a Vice President, you will inspire a team of experts to deliver operational excellence, managing end-to-end client interactions from inquiry resolution to customized reporting. This position demands a blend of strategic oversight and hands-on leadership in a collaborative environment, supporting our commitment to superior client outcomes in the dynamic Asia-Pacific markets. In this role, you will spearhead initiatives that enhance service delivery, leveraging JP Morgan's robust infrastructure to handle complex fund operations such as NAV processing, trade settlements, and regulatory filings. You will foster strong relationships with institutional clients, addressing their needs while aligning with global standards and local Taiwanese regulations. By driving process improvements and utilizing advanced analytics, you will contribute to operational efficiencies that directly impact client satisfaction and business growth. Collaboration with cross-functional teams across JP Morgan's international network will be key to navigating the intricacies of multi-jurisdictional fund servicing. We seek a seasoned professional passionate about financial services and team development. Joining JP Morgan Chase means becoming part of a world-class organization that values integrity, innovation, and inclusion. This Vice President position offers the opportunity to lead transformative projects in fund operations, with exposure to cutting-edge technologies and high-profile clients, all while advancing your career in one of the region's most vibrant financial hubs.

Key Responsibilities

• Lead a team of client service professionals to deliver exceptional support for fund operations, ensuring timely resolution of client inquiries and issues
• Oversee daily client servicing activities, including trade processing, reporting, and reconciliation for investment funds
• Collaborate with internal stakeholders such as portfolio managers and compliance teams to enhance service delivery and operational efficiency
• Drive continuous improvement initiatives to inspire operational excellence, leveraging data analytics to optimize processes
• Manage client relationships for key institutional and high-net-worth clients, acting as the primary point of escalation
• Ensure adherence to regulatory requirements and internal policies in fund operations, mitigating risks in a dynamic market
• Mentor and develop team members, fostering a collaborative environment that promotes innovation and expertise
• Monitor key performance indicators (KPIs) for client satisfaction and operational metrics, reporting to senior leadership
• Coordinate with global JP Morgan Chase teams to support cross-border fund servicing needs in the Asia-Pacific region

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 8-10 years of experience in fund operations or client servicing within the financial services industry
• Proven leadership experience in managing client-facing teams in asset management or investment funds
• Strong understanding of fund accounting, NAV calculations, and regulatory compliance in global markets
• Excellent command of English and Mandarin, with experience in cross-border client interactions
• Track record of driving operational improvements and client satisfaction metrics in a high-volume environment

Preferred Qualifications

• Advanced degree (MBA or equivalent) in Finance or related discipline
• Experience with JP Morgan Chase systems or similar enterprise platforms for fund operations
• Certification such as CFA, CPA, or FRM
• Prior exposure to Asian markets and regulatory frameworks like those from the Taiwan Financial Supervisory Commission
• Demonstrated success in leading digital transformation initiatives in client servicing

Required Skills

• Expertise in fund operations and client servicing processes
• Strong leadership and team management abilities
• Proficiency in financial software and tools like Bloomberg or Aladdin
• Excellent communication and interpersonal skills
• Analytical mindset for problem-solving and process optimization
• Knowledge of investment fund regulations and compliance standards
• Project management skills for leading operational initiatives
• Client relationship management and negotiation expertise
• Data analysis and reporting using Excel, SQL, or similar tools
• Adaptability to fast-paced, high-stakes financial environments
• Multilingual capabilities in English and Mandarin
• Strategic thinking for driving business improvements
• Risk assessment and mitigation in fund servicing
• Collaboration across diverse, global teams
• Technical aptitude for adopting new digital platforms

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick leave, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• Wellness initiatives including gym memberships and mental health support
• Flexible work arrangements and hybrid office options in Taipei

JP Morgan Chase is an equal opportunity employer.