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
Motor Vehicle Direct Client Service Specialist I working in a fast - paced environment for the Vermont Department of Transportation. Responsibilities include managing customer service for high volume mail and paperwork.
Client Service Associate managing custodian interactions and paperwork processing in financial services. Involves scheduling meetings, preparing reports, and maintaining CRM with client communications.
Client Services Manager driving client retention and revenue growth across high - priority accounts for a global digital media platform. Collaborating with various teams to optimize digital advertising solutions.
Client Service Associate managing client relationships and administrative tasks for Mariner Wealth Advisors in West Des Moines. Focused on delivering exceptional service and supporting a growing team.
Client Services Representative managing relationships with international clients at a SaaS company. Responsible for customer satisfaction, onboarding, and promoting product adoption.
Senior client service role at BNY fostering world - class client service across multiple products. Collaborating with clients and internal teams to enhance satisfaction and address complex issues.
Client Services Associate responsible for accurate onboarding documentation and client interactions at financial services firm. Includes handling pension and investment analysis on behalf of the company.
Manager in Finance Transformation focusing on Japanese companies in Southeast Asia. Advising on purpose - led growth, operational foundations, and management strategies.
Client Service Officer supporting relationship managers in wealth management at an international bank. Responsibilities include client relationship coordination and collaboration with internal stakeholders.
Customer Service Representative providing support to Employee Benefit Consultants, clients, and insurers. Handling queries over phone and email in a hybrid work environment.