Transfer Agency Services Coordinator
3 days ago
**Role Overview:**
This role is responsible for managing multiple Tier 1 clients and ensuring all aspects of the service are maintained as per the Client SLD in relation to Transfer Agency.
The ideal candidate will be a team player who can work effectively with Operational Partners to produce daily/weekly/monthly deliverable control checklists and ensure all targets and deadlines are met.
You will be responsible for maintaining Client Service levels for dedicated clients by ensuring timely and accurate delivery of information and work products.
The successful candidate will have a proven track record of building and maintaining strong client relationships and possess excellent communication and problem-solving skills.
Key Responsibilities:
- Manage functional teams; coordinate the work, communication, and issue resolution activities.
- Work with Operational Partners in producing daily/weekly/monthly deliverable control checklists and ensure all targets and deadlines are met.
- Maintain Client Service levels for dedicated clients by ensuring timely and accurate delivery of information and work products.
- Provide technical expertise for the development of new TA Products and develop SLDs with your clients for the take on of these new products and services.
- Participate in client due diligence visits and oversee the timely completion and publication of monthly reporting, including calculating KPI levels and reviewing monthly reporting packs.
- Vet all incident reports prior to release to RM's/Clients and ensure all items are added to the daily client incident log.
- Work with internal departments to evaluate and implement changes in proposed new regulations and ensure that all current requirements are met.
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