Transfer Agency Administrator - Client Services

Job Type:
Job Sector:
Investment Funds - Transfer Agency, Unit Trust & OEIC Administration, CASS & Client Money
Salary Description:
Job Ref:

Our client is a major fund services operation based in London & Edinburgh.  Their London office has a new opportunity within the Transfer Agency division for a candidate with a Client Services background. 

Main responsibilities as follows:
  • A key member of the Transfer Agency function, focused on handling enquiries for institutional and retail clients;  
  • Developing / maintaining knowledge of regulations such as COLL, COBS & CASS;
  • Investor on-boarding, stock transfers, register maintenance;
  • Working closely with internal teams to ensure compliance with SLAs and regulations;
  • Liaising with colleagues to provide support and resolve service issues;
  • Playing a key part in ad hoc projects as they arise.
Candidates must have proven experience gained within Transfer Agency Client Services, in particular for funds such as OEICs.  An excellent opportunity to develop knowledge and experience within a Transfer Agency environment.
Contact Details:
Tel: 01277 263578
Contact: Steve Johnson

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