Transfer Agency Representative - Alternatives
Core
Entry-level role assisting team members with processing investor queries and preparing periodic reporting for the Alternatives Department.
Role type
Junior Shareholder Services Representative
Builds
Investor experience and periodic reporting for alternative investment clients
Domain
Financial Services / Transfer Agency
Deliverable
dashboards & analysis
Required skills
aptitude for numbers, accuracy, organization, prompt follow-up, policy compliance, problem identification
Preferred skills
curiosity, eagerness to learn, ability to work under pressure
Technologies
null
Responsibilities
Process client/investor queries within agreed SLA, establish solid client contact through prompt follow-up, interact and establish relationships within the transfer agency team, deliver high quality work with attention to detail, comply with all firm policies and procedures, identify problems at an early stage and escalate as necessary
Seniority
Junior, entry-level IC