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Description
* Perform the day to day management of team by ensuring all activities and tasks are actioned and completed in a timely manner.* Support the Client Service team with matters as they arise.* Provide expert opinion and assistance with queries received from clients, vendors and internal stakeholders.* Ensure all records keeping is completed and maintained as appropriate.* Manage the fund event/corporate action communication process.* Pro-actively manage incoming queries that fall out of usual business lines.* Ensure timely and accurate delivery of project tasks working in conjunction with other departments* Support the AML/CFT Officer on ensuring the company adheres to its policies and procedures so as to meet its regulatory obligation.* Build relationships with internal stakeholders and support teams to facilitate the delivery of a client service excellence.* Manage ongoing relationship with the relevant regional sales teams.* Oversight of the Rebates & Commissions process ensuring team follows procedures.* Support the Client Service team in their professional development.* Support Senior Manager with general team oversight including one-to-ones and team meetings.* Coordinate quarterly off-site team meetings.* Assist with oversight of the transfer agent and the services they provide.* Support the Management Company Services with their reporting requirements.* Work closely with other client service teams located within the BNY distribution business to promote effective collaboration and to ensure procedural standards are maintained.* Support 2nd line and 3rd line with queries and monitoring reviews.* Maintain the Risk & Compliance Self-Assessment (RCSA) for the Client Service Team.* Other ad-hoc tasks as they arise.Technical Skills, Knowledge, Systems Knowledge (and associated skill level)* Proven asset management/private banking experience will be necessary* Existing client service experience will be requiredAcademic/Professional Qualifications (or equivalent qualifiers)* Degree level education* Industry recognised qualifications (ie. IMC)
Posted on :
2021-09-17T08:04:51Z
