Ifds, Transfer Agent- Investor Services Specialist
il y a 3 jours
Who we are looking for:
The Investor and Distributor Services Senior Associate is to ensure that all queries are dealt with efficiently, accurately and professionally. The Investor and Distributor Services Senior Associate is an integral part of ensuring that quality service is delivered to assigned clients and all actions must be considered as part of this overall goal. Achieving quality of service is a team effort and the Investor and Distributor Services Senior Associate needs to function at all times as a team player and ensure other members of the team do so too.
Why this role is important to us
The team you will be joining is a part of International Financial Data Services (IFDS). IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. IFDS is present in North America, EMEA and APAC.
Join us if making your mark in the financial services industry from day one is a challenge you are up for
What you will be responsible for
As Transfer Agent
- Investor Service Specialist, Associate 2 you will:
- The Investor Services team is a Client Facing role.-
- The Investor Services Senior Associate is an integral part of ensuring that a high quality service is delivered to the client, shareholders, brokers and financial intermediaries. Achieving high quality service is a team effort and the Investor Services Senior Associate needs to function at all times as a team player and ensure other team members do so too.- The Investor Services Senior Associate will work independently and will also work on improving established guidelines and practices.- The Investor Services Senior Associate plays a supporting role to the Managers and drives operational excellence by implementing and embedding a continuous improvement culture.- Demonstrate the ability to provide leadership and direction in a group environment.- Demonstrate logical, analytical, critical and process thinking to identify, analyse and evaluate complex problems / issues. Maintains open communication channels.- Initiate problem recovery, correction strategies, procedural and process enhancements; takes concrete steps to prevent and to reduce error re occurrences in the future. Strongly adhere to existing procedures and controls in place and pro-actively react when foreseeing issues; ensure that procedural/ system changes are updated into the team procedures.- Acting as a mentor to junior staff and provide coaching.- Excellent administrative, organizational and business support skills, with the ability to multi-task and to work calmly under pressure.- Maintains open communication channels with clients, peers and the Management.- Strongly adhere to existing procedures and controls in place and pro-actively react when foreseeing issues.- Be prepared to achieve and strive to exceed minimum standards in line with KPIs, SLAs & Key Result Areas, both in terms of quality, productivity and accuracy of information given to the customer.- Excellent knowledge of the company and interdependencies between Client Services and other business functions.- Function at all times as a team player to build a positive atmosphere of co-operation within the department and where all team members are engaged.- Self-motivated, organized and flexible to new ideas.- Strong issue resolution skills with a focus on risk controls and add value to the end client experience.- Initiate sharing of ideas, processes, client requirements and knowledge through effective proactive assistance to team members, maintain also adequate documentation for reference.
What we value
These skills will help you succeed in this role:
- Technical competencies- Organization- Ability to work in a volume driven environment- Team player
Education & Preferred Qualifications:
- Fluent in English and German as well as French clear preference.- Successfully attended final second-level education (BAC+2 minimum) or equivalent professional qualification.- University degree in accounting, banking, finance or business administration will be considered as a plus.- Minimum of 2 years of recent experience and expertise in Transfer Agency or Financial Services involving staff supervision and operation management.- Additional languages (e.g. German, French, Luxembourgish, Italian and/or Spanish) are assets.- Advanced computing skills (MS Office: Excel, Word, PowerPoint, Access and Outlook )- Strong client focus.- Strong communication skills - adapting style to audience and including senior levels both internally and externally.
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than tw
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