Transfer Agency Investor Relationship Team Leader

The Transfer Agency Investor Relationship Team Leader will be responsible for the day to day running of the department with the objective to achieve overall high client satisfaction. Specifics responsibilities include: be the key contact for client/investor or inter-departmental queries arising, assist Managers to ensure the team operates effectively and efficiently and that deadlines and standards are met. Achieving this will require strong people management, initiative, and attention do detail as well as the ability to delegate and to gain commitment from team members.

Main Responsibilities:

• Responsible for ensuring all legal, tax and documentation related issues are appropriately addressed.
• Ensure any issues, errors or complaints as escalated accordingly, and that adequate steps are taken to resolve issues and prevent future occurrences.
• Ensure all activity is carried out in accordance with the Funds’ prospectus and established procedures.
• Manage the day-to-day activities of the department.
• Oversee the processing and validation of all inquiries within agreed internal and external Service Level Agreement’s and ensure all inquiries are logged into the query management database.
• Validation/approval of related tasks including but not restricted to client reporting.
• Proactively work with the Operational teams and Manager to ensure that issues are being resolved and high standards are being maintained.
• Ensure that policies and procedures are adhered to on a daily basis and have this evidenced.
• Establish solid contacts with all areas and all levels at clients’ organizations and act as an effective escalation for clients.
• Responsible for instituting and reporting on measures to determine the team's performance in meeting these standards.
• Conduct bi-annual performance appraisals and provide regular feedback based on goals for direct reports.
• Work with his management to address the training needs of the group (including the industry specific topics).

Requirements:

• BA/MS degree and/or equivalent work experience.
• Minimum of 6 years of Transfer Agency/ Fund Accounting/ Banking experience with 3 years of which must be in a similar function.
• Prior experience working in a client servicing focused work environment.
• Proven ability in people management, and ability to delegate and to gain the commitment among team members.
• Experience in planning, initiating and following through to meet objectives.
• Ability to coordinate across departments/functions when needed to handle specific client requests.
• Ability to identify, recommend and implement improvements to existing processes.
• Attention to detail and proven ability to handle complexity.
• Ability to work effectively under pressure and demonstrate initiative.
• Proven ability to communicate effectively both verbally and in writing.
• Proven ability to adapt to change and problem solving.
• Good knowledge of standard Office applications (Word, Excel and PowerPoint).
• Knowledge or prior experience of Multifonds is an advantage.

What We Offer:

• A collaborative environment that enables you to step outside your role to add value wherever you can.
• Direct access to clients, information and experts across all business areas around the world
• Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm.
• A culture of inclusion that values each employee’s unique perspective.
• Employment stability with indefinite contract from day one.
• High-quality benefits program emphasizing good health, financial security, and peace of mind.
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage.
• Volunteer opportunities to give back to your community and help transform the lives of others.

For further information, and to apply, please visit our website via the “Apply” button below.