Transfer Agency Operations Specialist
2 weeks ago
This role offers an exciting opportunity to work in a dynamic environment in Singapore, supporting the primary point of operational contact for assigned financial intermediary relationships. The successful candidate will have the chance to develop efficient interfaces with financial intermediaries, manage exposure items, and assist with transaction processing, client services, and dividend distribution for globally distributed investment products.
Key Responsibilities:- 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.
- 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.
Robert Walters (Singapore) Pte Ltd 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.
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