Shareholder Services Lead
5 days ago
**Job Description**
We are looking for a skilled and experienced professional to join our Shareholder Services team as an Investor Services Supervisor.
The successful candidate will be responsible for managing the entire client onboarding process, handling a diverse client base, and ensuring adherence to policies.
Key responsibilities include serving as the primary contact for investors, assisting with client onboarding and quality checks, reviewing FATCA/CRS documentation, ensuring compliance with policies and procedures, managing relationships with clients and stakeholders, and proactively addressing and resolving service issues.
**Responsibilities Include:**
- Serving as the primary contact for investors, fostering relationships.
- Assisting with client onboarding and quality checks.
- Reviewing FATCA/CRS documentation.
- Ensuring compliance with policies and procedures.
- Managing relationships with clients, General Partners, and stakeholders.
- Proactively addressing and resolving service issues.
**Requirements:**
Bachelor's degree with a minimum 2.2 honors. 3+ years previous experience in Transfer Agency/Investor Services.
**Benefits Package:**
Performance bonus, pension, life assurance, gym access, and subsidized lunches.
Hybrid work arrangement with 3 days in-office and 2 days remote post-probation.
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