Transfer Agency- Client Service- Night Shift

Apexgroup Inc

India
Not specified
6-10 years investor solutions experience
Second-level review of client reporting
Aml awareness and operational controls
Apex Group Inc. is seeking a Transfer Agency Client Service professional for a night shift role in India, focusing on investor services and operational support. The ideal candidate will have 6-10 years of experience in fund operations, strong leadership skills, and excellent communication abilities

Job Summary

  • This role supports Apex Fund Services' global Investor Solutions operations from the India Global Service Centre.
  • The incumbent will perform second-level reviews on client reporting and ensure strict compliance with internal controls and Group Policies.
  • Candidates must have 6–10 years of relevant experience in Investor Solutions or Fund Operations with strong AML awareness.

Matching Summary

Match Score: 85

Apex Group Inc. is seeking a Transfer Agency Client Service professional for a night shift role in India, focusing on investor services and operational support. The ideal candidate will have 6-10 years of experience in fund operations, strong leadership skills, and excellent communication abilities.

Skills & Requirements

Must-have

  • 6-10 years Investor Solutions experience
  • Second-level review of client reporting
  • AML awareness and operational controls
  • Team leadership and workflow management
  • MS Office proficiency for management reporting

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

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