Buenos Aires is one of JP Morgan's key strategic hubs with over 3,500 employees supporting different areas like Operations, Technology, Finance, Credit Risk, Human Resources, Legal... among others, providing value-added services, products and solutions to our clients located in various countries around the world.

 

The Customer Transfer team is responsible of the transfer of assets to and from the client´s accounts, based on instructions provided by Financial Advisors and counter broker institutions. The team´s interaction with the client is through Financial Advisors, or SDI Team for all transfers submitted by Client on Digital Platform.

The Department is organized into 8 functions: (1) ACAT Receive, (2) ACAT Delivery, (3) Non-ACAT Receive, (4) Non-ACAT Delivery, (5) Direct Registration Service (“DRS”), (6) Mutual Fund Transfers Receives, (7) Mutual Fund Transfers Deliveries and (8) Fail Reversals.

The main volume for the team’s workload is represented by ACAT (Automated Customer Account Transfers) which are basically transfers that go via system, and  require analysts reviewing transfer forms provided by Financial Advisors or SDI Team to make sure they are in good order before they´re being processed. Non ACAT transfers are manually processed and apart from reviewing forms, a follow up process is implemented in order to ensure transfer gets complete.

The Customer Transfers Team is constantly searching and working on improvements and growth, such as automations or implementing industry changes in order to provide the customer a better experience. Every team member has the opportunity to suggest or participate in any ongoing project for innovation or automation.

 

The main aim is for every member to get an end to end knowledge of all the processes and functions performed in the department. In order to achieve this, cross training is implemented in a monthly basis, giving the team resiliency tools for back up.

 

Required Qualifications, Skills and Capabilities:

Written and oral English skills (used on daily basis with the US counterparties when performing callbacks and sending emails to Financial Advisors and Contra firms)Client/customer focus.Ability to prioritize workload from different sources.Able to deal with deadlines to meet the daily cut offs.Able to quickly adapt to different scenarios as per the internal client requirements, industry changes and proceduresProblem solving. Able to identify potential issues and find solutions to escalations that may arise.Team player, within Transfers space and with other teams that work alongside with Transfers.

 

If you  join the company, you will be part of a diverse and inclusive team that supports each other and will empower you to  do  your best  work. 

Your wellbeing is very important to us. Below you´ll find some examples of ongoing initiatives to promote it and a link to learn more about our benefits & culture:    

Generous vacation, exam and parental leave. Support for parents, including Family Network that provides support to parents and caregivers, Lactation room on premise, and Paid Day Care for your children up to 6-years-old. Medical coverage for you and your family, including domestic​ partners. Employee Assistance Program which provides personal and confidential advisory on psychological, financial and legal matters. Wellness programs – e.g. Yoga, stretching and mindfulness classes delivered on premises. Language classes, mentorship programs and customized trainings.   Platform for employee discounts in Buenos Aires. Many others that will be presented to you if you join the team.