Fund Operations - Client Service Lead - Vice President

Client Service Lead – Vice President

Are you ready to make a meaningful impact in fund operations? Join a team where your leadership and expertise drive client success and operational excellence. You'll mentor talented colleagues, engage with leading institutional clients, and grow your career in a supportive, inclusive environment. We value your drive for results and offer opportunities for advancement, skill development, and innovation. Be part of a team that celebrates partnership, learning, and high performance.

As a Client Service Lead – Vice President in the Fund Operations Service Delivery team, you manage and inspire a diverse team, ensuring high-quality service delivery and client satisfaction. You oversee the production and validation of financial statements and reports, resolve complex client issues, and drive process improvements. You build strong relationships with clients and stakeholders, champion continuous improvement, and foster a culture of collaboration and accountability. Join us to make a meaningful impact and advance your career in a dynamic, growth-focused environment.

Job responsibilities:

• Lead, mentor, and inspire a diverse operations team across fund services and data solutions, fostering collaboration, accountability, and high performance.
• Drive professional development and continuous learning for team members through training, coaching, and growth opportunities.
• Develop and implement strategies to enhance operational efficiency, client management, and risk controls for home location operations.
• Champion continuous improvement initiatives for processes, controls, and service delivery within the team.
• Build and maintain strong relationships with internal and external stakeholders, including Client Service, Sales, Technology, Product, global teams, vendors, and third-party fund managers.
• Ensure robust governance and coordination with global teams providing production and service support outside of Taiwan.
• Act as the primary escalation point for complex client inquiries and issues, ensuring prompt and effective resolution.
• Own overall client satisfaction by delivering high-quality service, proactively resolving issues, and continuously engaging to meet evolving client needs.
• Represent J.P. Morgan as the operational subject matter expert for Fund Services (including Fund Accounting and Financial Reporting) to clients in Taiwan, supporting new business onboarding and change requests.
• Oversee end-to-end service delivery, including tracking quality and timeliness of client deliverables, maintaining service level documents, coordinating client visits, and managing client queries.
• Lead ongoing reviews and analyze exceptions in client reporting production, implementing process improvements to enhance quality, efficiency, and risk management controls.

Required qualifications, capabilities, and skills:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• At least 10 years of experience in financial reporting, audit, fund accounting, and/or fund administration related roles; with at least 5 years in supervisory role
• Fluency in spoken and written Mandarin in order communicate with stakeholders in Taiwan
• Solid understanding of various investments types, their account treatment and data vendor systems (i.e. Bloomberg)
• Excellent communication skills to collaborate across various teams (i.e. Data Solutions, Client Service, Sales, Technology, Product)
• Demonstrated proficiency in strategic planning and process automation, with a track record of enhancing operational efficiency in client service delivery
• Advanced skills in change management, with experience in resolving complex client issues and maintaining client satisfaction
• Flexibility to work additional hours during peak reporting periods when needed

Preferred qualifications, capabilities, and skills:

• Prior experience in managing client service teams in a financial institution, with a focus on service center operations will be a plus
• Prior exposure to Data Solution products will be beneficial
• Prior experience with International Financial Reporting Standards (IFRS) or International Accounting Standards (IAS) is a plus
• Extensive experience in the banking or financial services industry, with strong leadership and team management skills to inspire high performance