Shareholder Services Associate – Transfer Agency, German Speaker recruitment
A top tier Asset Manager is looking to hire a (London-based) Associate in charge of providing Shareholder Services support to the team’s Institutional and Distributors client-base; and coordinating a number of account activities with the team’s internal and external key stakeholders. Working within a dedicated team, and in close cooperation with their global Shareholder Services teams, the Associate provides a strong contribution to their Shareholder Services’ first-class servicing model, and ensures client satisfaction in a controlled and efficient environment.
This new role will allow their Shareholder Services London to respond more efficiently to business needs of their Institutional client-base; and position the team as a prime business partner for their Account Management community.
Key responsibilities:
v Provide account servicing support to their Institutional Investors and Distributors (account opening; assistance in trading; queries and follow-up), and resolve queries on their behalf
v Provide shareholder services assistance to internal clients (Account managers; Legal Compliance; Fund accounting Custody; Product development)
v Coordinate query activity with external vendors
v Setup/maintain and monitor new/existing client accounts
v Coordinate new product launches
v Daily/monthly report production
v Participate in project implementation
v Ongoing review of internal procedures
Requirements
v Transfer Agency experience to include:
oClient Servicing
oShareholder account registration (AML, KYC)
oShareholder transactions monitoring
• Subscriptions
• Redemptions
• Transfers
• Switches
• In-kind transfers
• Transactions adjustments / corrections
oOperational oversight (cash management, trade correction, shareholder mailing etc.)
v Strong client relationship skills
v Excellent communication, organizational and analytical skills
v Attention to detail and constant focus on quality and client service
v Dynamic, flexible, and enjoy working in a team
v Ability to think quickly and resolve problems in a fast-paced international environment
v Ability to multi-task and deliver under tight deadlines
v Solid working knowledge of Microsoft Office, proficiency in designing and executing database queries is a plus
Qualifications
v University degree or equivalent
v Experience in Financial Services; Fund Operations and/or with an Asset Management client service team
v Fluency in German is essential