Transfer Agency- Client Service- Night Shift

Apex Group

**
6-10 years investor solutions experience
Second-level review and sign-off capability
Aml awareness and operational controls knowledge
** Apex Group is seeking a Client Service professional for their Transfer Agency team, specifically for the night shift. The role involves overseeing investor services operations, ensuring compliance, and managing client interactions, suitable for candidates with substantial experience in fund operations. **

Job Summary

  • The role supports global Investor Solutions operations from the India Global Service Centre while partnering with onshore client teams.
  • Incumbents are responsible for performing second-level reviews, ensuring compliance with internal controls, and leading staff development initiatives.
  • The position requires managing escalations related to cash breaks, unusual transactions, and AML activity while maintaining audit-ready documentation.

Matching Summary

Match Score: 75

** Apex Group is seeking a Client Service professional for their Transfer Agency team, specifically for the night shift. The role involves overseeing investor services operations, ensuring compliance, and managing client interactions, suitable for candidates with substantial experience in fund operations. **

Skills & Requirements

Must-have

  • 6-10 years Investor Solutions experience
  • Second-level review and sign-off capability
  • AML awareness and operational controls knowledge
  • Team leadership and workflow management skills
  • MS Office proficiency for management reporting

Nice-to-have

  • Ability to mentor and coach junior members
  • Experience with cross-jurisdictional service delivery
  • Strong stakeholder management in global teams
  • Proactive approach to process standardization
  • Positive disrupter mindset for innovation

Key Requirements

  • 6–10 years relevant experience in Investor Solutions or Fund Operations
  • Experience managing workflows across locations
  • Strong understanding of TA functions and operational controls

Work Rights

Not specified

Tailored Resume

Cover Letter