Client Services, Transfer Agency
A fantastic opportunity has arisen for an accomplished Client Servicing specialist with prior operational Transfer Agency oversight experience.
Our client is a highly reputable and impressive investment management firm based in the West End. A fantastic opportunity has arisen for an accomplished Client Servicing specialist with prior operational Transfer Agency oversight experience.
Candidates will demonstrate strong client servicing skills to support and liaise externally with Transfer Agencies and will partner with Account Management & Sales teams to provide operational support and escalation point for client queries.
This role requires a prior background of fund Operations of UCITs funds before moving into a third party administration and transfer agent oversight role overseeing account registration (AML & KYC), transaction monitoring to include subscriptions, redemptions, transfers, switches, in-kind transfers to name just a few.
Candidates will be degree educated within a financial discipline and will come from a similar client servicing role from an asset management environment.