Analyst in Data and Client Services handling client data and ensuring compliance with regulations. Processing onboarding data and managing client accounts in a hybrid work environment.
About the role
- Senior Client Services Associate assisting with Transfer Agency tasks for clients based in the USA. Collaborating with service providers and maintaining relationships with internal and external clients.
Responsibilities
- Assist with a wide range of Transfer Agency related tasks to a portfolio of clients based in USA
- Process investor transactions and perform account maintenance for investors
- Attend to day-to-day queries and issues
- Assist in preparing monthly statistics/KPI for Senior Management
- Interact closely with several service providers and transaction counterparties
- Maintain positive and productive working relationships with internal and external clients
- Comply with company policies and procedures and adherence with relevant administration procedure manuals
- Participate in ad hoc projects or matters
Requirements
- At least 3 years’ work experience in a similar sector
- Good communication and organisational skills to meet tight deadlines
- Proactive and flexible with a client-oriented attitude
- Excellent MS office skills (Word, Excel and Outlook)
- Capability to multi-task and work under tight deadlines
- Methodical approach with attention to detail
- Quick learning ability to new systems and operational procedures
- Ability to solve problems and work independently and as a member of a team
- Previous working knowledge in transfer agency systems would be an added advantage
- Able to work Pacific Standard Time (PST) hours
Benefits
- Flexible hybrid working arrangement
- Probation leave
- Medical Scheme
- Sponsored ACCA and ICSA
- Study/Examination Leave
- Pension Scheme
- Group Personal Accident
- Death & Disability Cover
- Excellent job exposure and career prospects
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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