RETAIL FUNDS – RELATIONSHIP MANAGER recruitment
Specifically the role holder will work in partnership with representatives from the supplier(s) as well as key internal stakeholders and external platforms / distributors. The position has a specific focus on Retail Fund Administration and therefore applicants will require exposure to this sector of the market and/or the Transfer Agency Environment.
Core Responsibilities:
- Oversee overall performance from outsource supplier.
- Ensure effective working relationships with outsource supplier.
- Chair / facilitate and attend regular service reviews and senior management meetings.
- Provide expert advice and guidance to key customers.
- Act as escalation point into supplier for business as usual queries.
- Manage internal and external enquiries ensuring that resolution times meet expectations.
- Ensure urgent queries are responded to by suppliers in a timely manner.
- Manage escalated issues log and complete root cause analysis/process improvement.
- Chair meetings between key customers and suppliers.
- Use root cause analysis to eliminate failure demand from suppliers and improve their service offering.
- Provide positive assurance to ensure compliance with group policies and industry best practice.
- Keep up to date with industry regulations.
- Ensure processes and procedures comply with relevant legal and regulatory requirements.
- Set Service Level Agreements.
- Monitor Key Performance Indicators.
- Coordinate external monitoring visits as part of ongoing due diligence.
- Work with internal contacts and outsource supplier to plan changes (both regulatory and business driven)
- Involvement in contractual matters as appropriate.
- Produce board papers.
- Provide input to management information that is produced regularly.
- Agree and validate quotations and invoices for supplier work.
- Control budgets and accrue costs accordingly.
Core Skills:
- Communicating and Influencing.
- Strong planning and organising skills.
- Flexibility.
- Analytical Thinking.
- Preference for action.
- Customer Focus.
- Teamwork.
- Networking.
Core Requirements:
- Educated to degree level, or relevant investment administration qualification (IAQ, SII, IMC)
- Working knowledge of Transfer Agency function / Retail Fund Administration Environment.
- Experience in customer / supplier relationships in Investment Management sector.
- Working knowledge of Investment process.
- Relevant legal regulatory framework / requirements.
- Relationship management exposure.
- Change/project management.
- Report writing/documentation.
- Understanding product and process change and impact to business/service levels.
Core-Asset Consulting offer specialist recruitment services to the Investment Banking, Financial Services, Secretarial Support, and Human Resources markets across Scotland.
"People are the core asset of every business"
May 3, 2012
• Tags: Accounting & Finance careers in the UK, Relationship Manager recruitment, RETAIL FUNDS • Posted in: Financial