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Analyst Shareholder Services
05 May 2023
Analyst Shareholder Services (12mth Contract)
The position available is a 12-month fixed-term contract covering a maternity leave, where your responsibilities will include ensuring high-quality standards in the day-to-day operations of the Shareholder Services team. This will involve verifying Shareholder Services data, overseeing processing hubs, and providing customized or standard reports to clients and investors as needed.
Ensure shareholder accounts are opened accurately and in a timely manner, as per procedures.
Ensure all Dealing activities are being completed and delivered within agreed timeframes and to a high-quality standard.
Quality checking of the work and communication of team members.
Ensure documentation is received in good order to facilitate the accurate and timely set-up and amendments to accounts.
Support with Oversight of our outsourced locations and provided SME support.
Support and close out investor related queries and tasks.
Generate standard and ad-hoc reports as requested.
Ensure the BAU (business as usual) procedures are followed at all times.
Liaise with other TA Teams to ensure a timely resolution to queries / requests.
Escalation of issues.
Ensure procedures and checklists are updated and adhered to.
Liaise with other department units to ensure a high-quality service.
Implement processes for team efficiencies.
AUTHORITIES, IMPACT, RISK
Adherence to agreed deadlines, accuracy of processing and interpretation of Client requests and instructions. These are all crucial in preventing financial loss and adverse reputational risk.
Key point of contact for Client and Client Associates.
Position is key to ensuring efficient workflow within the group.
Shareholders, Distributors, Clients
Maintaining relationships within the team
Direct Manager and Department Management Team.
Solid experience in Shareholder Services is essential.
Good knowledge of the Funds Industry.
Experience in Client management.
Experience in signing-off on correspondence with Clients.
Computer literacy including Microsoft Office products.
Fluent English – both verbal and written communication.
Knowledge of I&TS proprietary systems would be an advantage.
Salary 50k - 55k plus benefits
For more information on this position or other
on 01-5927886 or hit the apply button below to send your cv. Alternatively, contact her directly via
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