Transfer Agency- Client Service- Night Shift

Apex Group

**
6-10 years investor solutions experience
Second-level review and sign-off capability
Aml awareness and risk control knowledge
** Apex Group is seeking a Transfer Agency Client Service professional for a Night Shift role at their India Global Service Centre. The ideal candidate will have extensive experience in investor solutions and fund operations, focusing on delivering high-quality services and managing client relationships. **

Job Summary

  • The role supports global Investor Solutions operations from the India Global Service Centre while partnering with onshore teams.
  • Incumbents will perform second-level reviews on client reporting and ensure strict compliance with internal controls and Group Policies.
  • The position requires leading team development, managing escalations for complex queries, and coordinating annual external audit deliverables.

Matching Summary

Match Score: 75

** Apex Group is seeking a Transfer Agency Client Service professional for a Night Shift role at their India Global Service Centre. The ideal candidate will have extensive experience in investor solutions and fund operations, focusing on delivering high-quality services and managing client relationships. **

Skills & Requirements

Must-have

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

Nice-to-have

  • Mentoring and coaching junior staff
  • Experience with TA tools adoption
  • Strong stakeholder relationship building
  • Ability to drive process standardization
  • Positive disrupter mindset

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