Job Description
Transfer Agency Investor Services Manager, AVP
Who we are looking for
Transfer Agency is a specialist team that provides our large client base with daily prices as well as cash forecasting, issuing daily, monthly and annual statements to our client’s investors. The team is responsible for processing daily transactions received from investors as well as distributions, completing Anti-Money Laundering & Know Your Client checks on investors to ensure full adherence to all applicable laws and regulations.
The Investor Services Manager (AVP) is responsible for leading and managing the Investor Services team within the Transfer Agency function. The team acts as the primary point of contact for investors and intermediaries, handling inbound and outbound queries via telephone and email.
Why this role is important to us
This role ensures that investor interactions are managed in a professional, efficient, and controlled manner, delivering a ...