Client Transfer Agency Specialist

7 days ago

Singapore Robert Walters (Singapore) Pte Ltd Full time

This role offers an exciting opportunity to be the primary point of operational contact for assigned financial intermediary relationships, creating and maintaining positive, long-term operational relationships. The successful candidate will have the chance to work in a dynamic environment, assisting with transaction processing, client services, and dividend distribution for globally distributed investment products.

  • Primary point of operational contact for assigned financial intermediary relationships
  • Assist with transaction processing, client services, and dividend distribution
  • Opportunity to work in a dynamic environment in Singapore

What you'll do:

As a Client Transfer Agency Specialist, your role will be pivotal in maintaining positive, long-term operational relationships with assigned financial intermediaries. You will be responsible for supporting their needs daily and resolving any operational inquiries that arise. Your ability to develop efficient interfaces with these intermediaries will be crucial to your success in this role. You will also oversee or manage projects aimed at meeting this objective. Part of your responsibilities will include managing exposure items such as aged trades and unapplied wires. Your keen eye for identifying the needs of Sales and Marketing and financial intermediaries will be highly valued. Additionally, you will assist with gathering transaction data in support of short-term trading surveillance.

  • Act as the main point of operational contact for all levels of assigned financial intermediary relationships.
  • Support financial intermediary needs daily, including any changes to service environment.
  • Responsible for resolution of operational inquiries coming from assigned relationships.
  • Assist in development of efficient interfaces with financial intermediary in all regards.
  • Oversee or manage projects to meet this objective.
  • Manage exposure items, including aged trades, unapplied wires, and similar.
  • Continually identify the needs of Sales and Marketing and financial intermediaries.
  • Provide relevant information about financial intermediary for incorporation into monthly Management Awareness Report (MAR).
  • Assist with gathering of transaction data in support of short-term trading surveillance.

What you bring:

The ideal candidate for the Transfer Agency Analyst position is someone who brings strong people skills and relationship skills to the table. You should have a solid understanding of investment fund operations and be highly focused on how changes in the business environment may impact our client's financial intermediaries and investors. Your strong belief in client service coupled with a high appetite for quality will set you apart. Excellent verbal and written communication skills are essential, as is the ability to handle multiple tasks simultaneously. You should be able to learn and process information on the evolving Fund business and its procedures/processes quickly and efficiently.

  • Strong people skills and relationship skills.
  • Knowledge of investment fund operations.
  • Highly focused on how changes in the business environment may impact AB's financial intermediaries and investors.
  • Strong client service beliefs and a high appetite for quality.
  • Excellent verbal and written communication skills.
  • Ability to handle multiple tasks simultaneously.
  • Ability to learn and process information on the evolving Fund business and its procedures/processes.

What sets this company apart:

Our client is a globally recognised company that provides transfer agent services, including shareholder account recordkeeping, transaction processing, client services and dividend distribution to a multitude of globally distributed investment products. They have designated four servicing locations across the globe, each responsible for processing shareholder requests and assisting customers originating from a certain region of the world. This role offers an exciting opportunity to work in a dynamic environment in Singapore, one of their key servicing locations.

Do note that we will only be in touch if your application is shortlisted.

Robert Walters (Singapore) Pte Ltd

ROC No.: 199706961E | EA Licence No.: 03C5451

EA Registration No.: R1435983 Glen Chua

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