Assistant Vice President
3 weeks ago
Our client is seeking a Transfer Agent and Registrar, Assistant Vice President, to drive significant growth of the company's unique and fast-growing business. If you have financial services expertise and you excel at problem solving & customer service, then this could be an opportunity for you
Responsibilities:
- Serve as the liaison between the company, clients, their investors, and other parties such as counterparties and auditors.
- Answer questions and provide confirmations on investments, AML (Anti-Money Laundering), KYC (Know Your Customer) of new account opening, Fed and SWIFT wires, and ACH payments.
- Assist investors by accurately answering questions regarding eligibility to enter and exit funds.
- Identify needs and quickly assess issues, ask appropriate questions, and complete research in order to provide solutions to the client's satisfaction and within legal compliance.
- Guide clients and investors on how to access statements by using the online portal for documents and transactions.
To Thrive, You Should:
- Exhibit a welcoming, client-focused approach to all interactions and use professional communications, verbal and written, that are clear and concise.
- Be well-versed and knowledgeable in entering and exiting funds, and solve complex client issues including AML, KYC, EDD, source verifications.
Here Is How You Can Stand Out:
- Independently research industry best practices and regulatory mandates to answer client and investor questions.
- Organizational excellence - experience in organizing resources, procedures, and tools efficiently and effectively to quickly resolve issues and compose messages and documentation for clients.
Qualifications:
- 7+ years of financial services experience at a financial institution such as a bank, private bank, brokerage firm, or fund administrator.
- Strong knowledge of fund administration, fund operations, financial services or regulatory environments.
- Expert knowledge of transfer agency operations, policies, and procedures.
Preferred Qualifications:
- Bachelor's degree or equivalent experience.
Professional Qualifications:
- Professional communication skills including verbal, virtual (video calls), and written communication.
- Expertise in client services in providing outstanding client and investor experiences.
- Exceptional organizational skills and independent research skills
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