
Ta Oversight
2 weeks ago
Job Description
Responsibilities included but not limited to:
- Provide operational support to the APAC Client Group, owning and executing all operational aspects of client take-on and day-to-day servicing working with external service providers.
- Effective resolution and management of operational queries from our wholesale and institutional clients and Sales/Distribution teams.
- Be the first level escalation point for servicing queries received from our clients or regional Sales/Distribution teams.
- Undertake operational reviews of Distribution/Subscription Agreements to ensure client servicing requirements can be met.
- Support the completion of Distribution Agreements with clients.
- Pro-active management of clients’ KPIs.
- Deliver effective and timely communication to our clients in APAC.
- Support reporting (Sales, AuM etc.) to Distribution teams.
- Understanding product and process change and impact to business/service levels to enable continuous improvement in operations.
- Working with third-party TAs to manage and deliver key operational changes.
- Working with core teams in UK to ensure changes impacting APAC are managed effectively.
- Drive, manage or support key Investor Services Change and Projects in APAC.
**Requirements**:
- Preferably 7 to 10 years of experience of working in a TA related function.
- Experience in customer / supplier relationships in asset management.
- Possess strong TA/Product/Operations knowledge.
- End to end project management / change management in the financial services industry
- Good track records in driving initiatives that contribute to long-term operational excellence.
- Team player, excellent interpersonal and communication skills.
- Self-motivated, initiated, and meticulous
- Able to work under pressure.
- May be required to work on Singapore public holidays.
We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.
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