Transfer Agency, Client Service Management AVP
- Main Duties Include:
- The CSM is responsible for maintaining a full and detailed awareness of their allocated clients in the context of TA servicing in addition to having a general awareness of the global relationship, services solutions provided by the corporate group and how TA services contribute to the whole.
- Deep technical knowledge of Transfer Agency functions
- Provide secondary oversight across departments in order to manage client challenges end-to-end and provide experienced support to allow functional teams to make sound operational decisions centered on the client result.
- Act as escalation for Clients, in monthly service reviews and weekly service calls as required, be a senior representative for all Transfer Agency topics.
- Contribute and guide the development of operating models to deal with changes in the client situation (volumes, complexity, distribution patterns, etc.).
- Support Change Management to rollout services to new funds and ensure the smooth transition.
- Lead and contribute to operational, client, risk and audit meetings as required.
- Foster and develop close working relationships with other departments and locations to ensure that the client requirements and perceptions are understood by the operations teams as well as the CSM keeping abreast of operational constraints. Experience:
- Client Relationship management experience (at least 1 year in a CRM position).
- Operation management experience (at least 2 years in a management position).
- Strong background in Transfer Agency and Financial Services
- Good knowledge of Fund Industry and Financial Market in general.
- Knowledgeable in Luxembourg regulatory environment and good understanding of Luxembourg fund legal structure.
- Advanced Computer Skills (Microsoft Office Excel, Word, PowerPoint, Outlook)
- Excellent communication, organisational and problem solving skills.
- Fluent in English (written and oral).
