Transfer Agency Service Manager
Il y a 2 mois
At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve our vision we’re looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.
We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.
The Role:
The role sits within the Global Client Services Delivery team. This team is a core function of the business, linking key communications and processes with sales areas, fund management, risk, legal and compliance, reporting and operational departments.
Our role is to deliver an industry-leading client experience by gaining an in-depth understanding of our clients’ requirements and becoming their trusted long-term partner; earning trust by focusing on their needs and delivering excellent service. Excellence means providing a service, which is simple, consistent, quick, helpful and insightful for all our clients across the globe, meeting the unique requirements of each sales channel and region. We continue to review our approach to ensure we are structured in a way that enables excellent client engagement, service and satisfaction from M&G.
You will be part of a team which manages, monitors and oversees the services that paying agents, information agents, centralising agents, correspondent banks and most importantly transfer agents (TAs) provide to M&G and its clients, ensuring that all these service providers provide and implement the required functionality and operate in line with the defined client service experience.
The role reports to the Operations Director and Conducting Officer, TA Service Management.
Key Work Level Accountabilities:
Experienced Colleague:
- Accountable for providing a quality service or product to customers and stakeholders, using skills/experience built through significant practical experience or training
- For team leaders, accountable for ensuring the team the role supports is delivering a quality service or product
- Works within established frameworks and procedures, with the freedom to interpret them to solve a range of problems
- Delivers outputs that are clearly defined, using discretion over how to achieve them
- Makes suggestions for improvements to the work of the team, based on previous experience and knowledge of similar situations
Key Responsibilities for this role:
- Support the Operations Director, TA Service Management in all activities required to oversee an allocated TA or TAs
- Negotiate and manage the service level agreements (SLA) and Operating Memorandums with all our Transfer Agency service providers to oversee their quality of service and improve the client experience
- Monitor TA activities and KPIs to ensure a consistent, timely and high quality service to clients in line with M&G’s client service experience as defined and agreed with each TA
- Monitor and report on the activities conducted by paying agents, information agents, centralising agents and correspondent banks
- Project manage and implement new functionalities and enhancements to operating models at the TAs and other service providers
- Escalation for client queries and liaison with TAs, working with Client Services and other internal teams globally to manage issues to resolution, communicating statuses and impacts to all relevant stakeholders
- Work with Client Service and other internal teams globally to manage issues to resolution, communicating statuses and impacts to all relevant stakeholders
- Work with the Client Services Operations team to communicate client-impacting TA changes/issues to clients
- Monitor client contact by the TA - proposing improvements
- Attend and engage at the monthly Supplier Review Meetings and User Groups
- Maintain relevant training materials provided to TAs
- Manage and review compensation and ex-gratia payments made to clients / trending, caused by error at the TAs.
- Input into the change management process and project representation, when input into client communications are required
- Oversight of complaint volumes and referrals at/from the TAs
- Report to relevant governance forums
- Retain income process - distributing payments to clients post fund closure
- Budget review and approval in conjunction with procurement team
- Periodic SLA and Operating memorandum reviews
- Support client led due diligences
- Breach, error reporting at TAs
- Review information provided by central team e.g. due diligence reports for their suppliers
- Support assurance activities
Key Knowledge, Skills & Experience:
Stakeholder Management - internal and externa
-
Transfer Agency Manager
il y a 3 semaines
Luxembourg Funds Talent Temps plein**Summary**: My client is a leading real estate firm with a global presence, dedicated to providing top-notch solutions in asset management and investment services. As part of our continuous growth, we are seeking a highly skilled and experienced Transfer Agency Manager to join our dynamic team in Luxembourg. You will be reporting to the Senior Manager and...
-
Transfer Agency Manager
Il y a 3 mois
Luxembourg Camden Recruitment Temps pleinOur client, a global leader in fund services, are currently expanding their Luxembourg entity and looking to hire an experienced Transfer Agency or Investor Services professional. The role will report to the Head Transfer Agency. **Key Responsibilities**: - Manage the daily operations of the Transfer Agency team. - You will provide oversight of new...
-
Manager / Transfer Agency and Operational Services
il y a 3 semaines
Luxembourg RSM Tax & Accounting Luxembourg Temps pleinRSM Luxembourg is a member of the RSM International network represented in 120+ countries, the world's 7th largest network of audit, tax and consulting firms. With a team of around 120 employees, RSM in Luxembourg is a strong medium-sized organization with a sound human touch and solid values. **RSM Financial Services Luxembourg** is a regulated CSSF PSF...
-
Manager / Transfer Agency and Operational Services
il y a 2 semaines
Luxembourg, Luxembourg RSM Tax & Accounting Luxembourg Temps pleinRSM Luxembourg is a member of the RSM International network represented in 120+ countries, the world's 7th largest network of audit, tax and consulting firms.With a team of around 120 employees, RSM in Luxembourg is a strong medium-sized organization with a sound human touch and solid values.RSM Financial Services Luxembourg is a regulated CSSF PSF providing...
-
Manager – Transfer Agency
il y a 2 semaines
Luxembourg RSM Luxembourg Temps pleinRSM Luxembourg is a member of the RSM International network represented in 120+ countries, the world's 7th largest network of audit, tax and consulting firms. With a team of around 120 employees, RSM in Luxembourg is a strong medium-sized organization with a sound human touch and solid values. RSM Financial Services Luxembourg is a regulated CSSF PSF...
-
Transfer Agency
il y a 2 semaines
Luxembourg, Luxembourg Brown Brothers Harriman Temps pleinWhat You Can Expect At BBH:If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and...
-
Transfer Agency Manager
il y a 4 semaines
Luxembourg U.S. Bank National Association Temps pleinA leader in the payments industry, Elavon provides end-to-end payment processing solutions and services to more than one million merchants around the world. If you want to make a difference in your life, your community and your world, join us at Elavon. We know our company is only as strong as our people, and we are committed to your professional growth and...
-
Transfer Agency Manager
il y a 4 semaines
Luxembourg 1825 Temps pleinJob Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...
-
Transfer Agency
il y a 2 semaines
Luxembourg, Luxembourg Funds Talent Temps pleinTransfer Agency - AssociateLuxembourgAbout the roleWe are looking for an Experienced Transfer Agency to join a commercial real estate firm based in Luxembourg. You will be responsible for day-to-day Registrar and Transfer Agent tasks for client's Luxembourg based funds and you will be prepare and execute corporate, regulatory compliance and legal...
-
Transfer Agency Manager
il y a 2 semaines
Luxembourg, Luxembourg abrdn Temps pleinJob DescriptionAt abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...
-
Transfer Agency
il y a 2 semaines
Luxembourg, Luxembourg Brown Brothers Harriman Temps pleinWhat You Can Expect At BBH:If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and...
-
Transfer Agency
il y a 2 semaines
Luxembourg, Luxembourg Brown Brothers Harriman Temps pleinWhat You Can Expect At BBH:If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and...
-
Transfer Agency Administrator
il y a 4 semaines
Luxembourg JTC Group Temps plein**Join JTC where your contribution will be valued.**: We currently have an exciting opportunity for a Transfer Agency Administrator to join our team in Luxembourg. In order to reinforce our dynamic and growing team, we are currently looking for a TA Administrator to administer the Transfer Agency clients. **Main Responsibilities and Duties**: - Receive,...
-
Transfer Agency Administrator
il y a 2 semaines
Luxembourg, Luxembourg JTC Group Temps pleinJoin JTC where your contribution will be valued:We currently have an exciting opportunity for a Transfer Agency Administrator to join our team in Luxembourg.In order to reinforce our dynamic and growing team, we are currently looking for a TA Administrator to administer the Transfer Agency clients.Main Responsibilities and Duties: Receive, analyse and...
-
Transfer Agency Analyst
il y a 3 semaines
Luxembourg Funds Talent Temps plein**Summary**: We are searching for Transfer Agency Analysts to join a commercial real estate firm based in Luxembourg. You will help the Transfer Agency team with their day to day tasks for Luxembourg based funds and you will be prepare and execute corporate, regulatory compliance and legal documentation. **Key Responsibilities**: - Processing of the...
-
Project Manager
il y a 2 semaines
Luxembourg Lux-Advisory Temps plein**(Transfer Agency or Fund Accounting) **Lux-Advisory** is a consulting firm specialized in project management and organization. Our consultants work on projects with very high added value in international contexts. As part of our development, we are looking for a **Project Manager / Business Analyst** **(Transfer Agency or Fund...
-
Transfer Agency Manager
il y a 1 semaine
Luxembourg Alter Domus Luxembourg S.à.r.l. Temps pleinTransfer Agency ManagerABOUT US We are Alter Domus. Meaning “The Other House” in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest...
-
Senior Transfer Agency
il y a 3 semaines
Luxembourg Funds Talent Temps pleinSenior Transfer Agency - UCITS Location: Luxembourg City Fantastic opportunity to join my client providing private banking, wealth management, investment, and advisory services We are looking for a strong and autonomous Senior Transfer Agency Officer. You will be dealing with investors on-boarding and to maintain the shareholders’ register of intra-group...
-
Transfer Agency Senior Administrator
il y a 2 semaines
Luxembourg, Luxembourg Redbridge Recruitment Temps pleinJob Title: Transfer Agency Senior Administrator Reference: Transfer Agency Senior Administrator Town/City: Luxembourg Contract Type: PermanentRedbridge Recruitment is helping an international service provider that deliver a wide range of accounting and administrative services to a growing number of corporate customers in Real Estate and Private Equity. They...
-
Transfer Agency Manager
il y a 1 mois
Luxembourg, Luxembourg Alter Domus Luxembourg S.à.r.l. Temps pleinTransfer Agency ManagerABOUT USWe are Alter Domus, a leading company hosting 85% of the top 30 asset managers in the alternatives industry, with a team of over 5,000 professionals spread across 23 countries. At Alter Domus, we embrace diversity and foster an environment where meritocracy thrives, open communication is key, and support is guaranteed no matter...
