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Position summary
The group is responsible for managing business deadlines and supporting clients in overseas markets, including covering UK Bank Holidays.
Job responsibilities
* Complete validation of tax documents and certificates received in accordance with JPMorgan and market-level policies.
* Open client accounts in JP Morgan tax system in partnership with the sub-custodian network.
* Set client trade settlement instructions and monitor client asset movements to the appropriate tax rate accounts.
* Complete lodgement of tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief.
* Perform regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market.
* Provide status updates supporting market account openings and client fund launches, ensuring regular metrics and milestones are provided.
* Ensure accurate completion of market documentation with proper naming conventions, obtain sign-off in line with the JPMorgan & Agent Policy, and arrange legalization where required.
* Monitor and implement changes for clients based on notifications of tax changes.
* Build relationships with key internal and external contacts.
* Act as an owner for specific MIS metrics and report to management weekly.
Required qualifications, capabilities, and skills
* Strong administration and organizational skills.
* A flexible and analytical approach to problem-solving.
* Ability to manage deadlines, prioritize tasks, and take ownership of deliverables.
* Proven risk awareness and ability to escalate and manage potential risks.
* Ability to drive and progress the team.
About us
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 approach focuses on building trusted, long-term partnerships to help clients achieve their objectives. We value diversity and inclusion and are an equal opportunity employer.
About the team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments, serving clients in over 100 countries with strategic advice, capital raising, risk management, and liquidity extension.
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