Transfer Agency - Investor Services, Associate 1
Core
First point of contact for external enquiries from shareholders, brokers, and fund managers, handling queries via phone, email, and post.
Role type
Associate 1 Investor Services
Builds
High-quality service delivery for institutional investors and fund management companies
Domain
Financial Services / Transfer Agency
Deliverable
client delivery
Required skills
Data processing, report generation, callback validation, complaint resolution, MS Office proficiency, English fluency
Preferred skills
German language skills
Responsibilities
Answer phone calls and queries accurately within client timeframes, process data to produce reports and ad-hoc documents, perform callbacks to validate high-value trades, acknowledge and resolve external complaints within legal timeframes, escalate complex issues to senior team members
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