Operational Relationship Manager
Key responsibilities:
- Key contact to perform distributor support and TA oversight
- Work with the relationship management team to onboard clients
- Ensure the relevant Trailer/Rebate terms and bank account details are correct
- Provide a single point of contact and for all the relationship management team’s fund-related questions in the ongoing management of institutional accounts
- Manage relationship with all TA teams including Registration, Dealing and Investor Services
- Work with Finance and the Transfer Agents to successfully migrate in-house rebate/trailer clients on to the Transfer Agency system
Key requirements:
- Educated to degree level or equivalent
- 4-5 years Experience of working in the financial services industry; ideally with a background in Transfer Agency or Fund Oversight along with significant trailer fee/rebate experience.
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers, is an equal opportunities employer, and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age
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