Description

Entreprise :

Our client is an asset manager.

Description du poste :

* Provides high level of service to existing and prospective investors as well as internal clients, including responding to general queries in a timely manner;
* Facilitates the account opening process between investor and/or their representative(s), internal teams, and the outsourced transfer agency service provider(s);
* Leads and/or monitors new investor on-boarding including coordinating the drafting, negotiation and ultimate signature of legal agreements and completion of AML requirements;
* Enters and updates investor information and accounts in the internal CRM system;
* Monitors and manages investor's dealing activity;
* Oversees the process of the calculation of distribution fees paid to financial intermediaries;
* Monitors quality of service delivery by external service providers, notably with respect to key regulatory & operational requirements applying to Luxembourg SICAVs & UK OEICs

Description du profil :

* 2 to 4 years of experience within an asset management company with experience of Luxembourg, in a transfer agency oversight and/or investor support function.
* Fluent in English
* Proven track record of excellent customer service