Senior Investor Services Officer 12m FTC
Senior Investor Services Officer 12m FTC
2 weeks ago Be among the first 25 applicants
We’re seeking a detail-oriented and client-focused professional to join our Investor Services team. The successful candidate will be responsible for ensuring the accuracy, completeness, and compliance of Financial Data Sheets (FDS) and related client/investor documentation in line with regulatory standards and internal compliance policies. This role plays a key part in maintaining the integrity of information for third-party holders from onboarding through the entire lifecycle of the client relationship.
What Will You Be Doing?
* Investor Support: Manage and resolve all investor-related inquiries, covering fund business rules, trade processing, cash management, reconciliations, stock transfers, and documentation such as contract notes and statements.
* Service Excellence: Ensure all investor queries are handled promptly and accurately, meeting agreed service level agreements (SLAs) and response timelines.
* Collaboration: Liaise with internal teams and external stakeholders including custodians, fund accounting teams, and global colleagues to resolve issues efficiently.
* Relationship Management: Foster strong, productive relationships with clients and investors, ensuring high satisfaction and trust.
* Issue Resolution: Address and escalate issues as needed, managing internal and external escalations professionally.
* Process Improvement: Identify and implement efficiency improvements across team processes and workflows.
* Team Support: Provide guidance and mentorship to team members, ensuring high standards in the delivery of all tasks and responsibilities.
What Do You Need to Succeed?
* Experience:
* 4–5 years’ experience in Transfer Agency (TA) or Investor Services.
* Proven background in client/investor management and decision-making.
* Strong understanding of mutual funds, particularly Money Market Funds.
* Solid grasp of trade processing and fund business rules.
* Client-centric with a deep understanding of investor expectations.
* Excellent interpersonal, communication, and problem-solving skills.
* Self-starter with the ability to work independently.
* Prior involvement in reconciliation of TA/FDS bank accounts and follow-up on unpaid subscriptions/redemptions is a plus.
* Technical Proficiency:
* Proficient in Microsoft Office, especially Excel and Word.
If you are interested in making this position yours, please contact Anthony, or/and click apply below
Voted Best in Practice Accounting & Finance 2022, 2017, 2015 as well as 2013 & 2012, Quest is a team of experienced and professional Financial Recruiters dedicated to recruiting Financial Services Professionals. Our reputation for consistent delivery and extensive industry knowledge is second to none. We continue to look to the future; striving to improve continuously on our quality of service and passion for delivery.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Contract
Job function
* Job function
Accounting/Auditing and Finance
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