Transfer Agency- Client Service- Night Shift

Apex Group Ltd

India
Not specified (assumed night shift)
6-10 years investor solutions experience
Second-level review of reporting
Aml awareness and controls
Apex Group Ltd is seeking a Transfer Agency Client Service professional for the Night Shift in India, focusing on delivering high-quality investor services and governance oversight. The ideal candidate will have extensive experience in Investor Solutions or Fund Operations, strong communication skills, and the ability to manage teams and workflows effectively

Job Summary

  • This role supports global Investor Solutions operations from the India Global Service Centre while partnering with onshore teams.
  • The incumbent is responsible for performing second-level reviews on client reporting and ensuring strict compliance with internal controls and AML procedures.
  • Candidates will act as the initial escalation point for complex queries and coordinate deliverables for annual external audits.

Matching Summary

Match Score: 85

Apex Group Ltd is seeking a Transfer Agency Client Service professional for the Night Shift in India, focusing on delivering high-quality investor services and governance oversight. The ideal candidate will have extensive experience in Investor Solutions or Fund Operations, strong communication skills, and the ability to manage teams and workflows effectively.

Skills & Requirements

Must-have

  • 6-10 years Investor Solutions experience
  • Second-level review of reporting
  • AML awareness and controls
  • Team leadership and workflow management
  • Client escalation handling

Nice-to-have

  • Mentoring junior team members
  • Process standardization expertise
  • Strong stakeholder communication skills
  • Productivity improvement drive

Key Requirements

  • 6-10 years relevant experience in Investor Solutions or Fund Operations
  • Experience managing workflows across locations
  • Proficiency in MS Office and management reporting

Work Rights

Not specified

Tailored Resume

Cover Letter