Job Summary
This is a senior management role that involves overseeing the delivery of exceptional client services and building strong relationships with key stakeholders.
About the Role:
The ideal candidate will be responsible for managing multiple client accounts, ensuring timely and accurate delivery of information and work products, and providing technical expertise in the development of new products and services.
Main Responsibilities:
* Manage functional teams and coordinate work, communication, and issue resolution activities to ensure excellent service delivery.
* Work with operational partners to produce daily/weekly/monthly deliverable control checklists and ensure all targets and deadlines are met.
* Maintain high-quality client service levels by ensuring timely and accurate delivery of information and work products.
* Provide technical expertise for the development of new transfer agency products and develop strategic partnerships with clients for the take on of these new products and services.
* Participate in client due diligence visits and oversee the timely completion and publication of monthly reporting.
* Vet incident reports prior to release to clients and ensure all items are added to the daily client incident log.
Requirements:
* Relevant degree and experience in a client-focused role gained in the financial services or banking industry.
* Operational experience in a transfer agency role is preferred, but fund accounting, fund administration or banking experience will be considered.
* Prior people management and change management skills desirable.
* Transfer Agency Industry and Regulatory knowledge strongly preferred.
Working with Us:
We pride ourselves on providing innovative financial services and guidance to individuals, families, and institutions. We value our employees' skills and expertise, offering opportunities for growth and development within the company.