Investor Servicing Team Leader - Transfer Agency

Job Type:
Temporary & Contract
Job Sector:
Investment Funds - Transfer Agency, Team Leaders & Managers, Unit Trust & OEIC Administration
Region:
London
Location:
Unspecified
Salary Description:
to £50k
Posted:
22/07/2022
Job Ref:
3765

Our client is a global financial services organisation with offices in London.  They have a 12 month contract opportunity for an Investor Servicing Specialist with a Transfer Agency background.

Key responsibilities:
  • Working closely with the Manager to handle various elements of investor servicing such as query management, dealing and oversight
  • Coaching  and supporting team members, identifying staff training needs
  • Ensuring that complex or escalated cases are resolved in conjunction with other Transfer Agency stakeholders
  • Reporting to clients and management, attending client visits, resolving complaints etc.
  • Identifying service trends and root cause with a view to driving improvement
The successful candidate will have previous team management experience gained within Transfer Agency.  You will have a detailed understanding of Transfer Agency processes and the regulatory environment, with a proven industry background.
Contact Details:
Tel: 01277 263578
Contact: Steve Johnson
Email:

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