Found Description
Associate, Shareholder Services – UK Transfer Agency Operations
Location: Manchester, UK – HYBRID
- Conduct oversight of work processed in our operational processing centers to ensure all client service standards are met/exceeded. This work may include managing change, records maintenance, payments, reconciliation of invoices and other processes for Transfer Agency.
- Investigate and resolve day-to-day operational queries, issues, and incidents and analyze data to monitor performance and drive continuous improvement, owning the review and maintenance of relevant procedures with our print vendor.
- Support the operations manager with daily workflow management, training, and development within the team, and participate in periodic reviews and audits with internal and external stakeholders.
- Ensure all work is processed in line with clients’ regulatory requirements including CASS, COLL, COBS, DISP, GDPR and Consumer Duty as applicable. ...