Job Description

You will be responsible for the correct handling of investor queries received by email and over the phone. You will be expected to handle a high volume of queries and will be expected to respond accurately and timely and within agreed SLA’s (Service Level Agreements).

What will you do?

• Answer standard and ad-hoc Investor and distributor queries as requested by email or phone.
• Generate standard and ad-hoc Client and Regulatory reporting as requested.
• Assist other team members with the documentation receipt process, as requested.
• Liaise with other SHS teams to ensure a timely resolution to queries /requests.
• Participate in any projects assigned and actively participate in team workshops and weekly meetings. 
• Provide high quality customer experience by responding promptly and accurately to all enquiries received by the team in accordance with agreed Service Level Standards and/or as assigned by the Supervisor or Manager. 
• Participate in cross-training for developmental and back-up purposes.
• Support and assist other team members during high volumes and staff shortages.
• Demonstrate strong awareness and acceptance of deliverables by offering assistance and/or sharing of knowledge.

What's in it for you?

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible working options fully supported.

Required Knowledge, Skills, and Abilities

• Some experience in a Shareholder Services or similar environment, with customer servicing experience. 
• Some experience in liaising with Investors, Distributors and Clients on SHS matters would be advantageous.
• Good knowledge of the Funds Industry.
• Proficiency in French, German (and/or Italian and Spanish) preferred.
• Computer literacy including Microsoft Office products
• Fluent English – both verbal and written communication.
• Knowledge of anti-money laundering requirements would be beneficial.
• Experience in call Centre environment of a Transfer Agency or financial services industry in an operations environment.