Transfer Agency- Client Service- Night Shift

Apex Group

India
Night shift
6-10 years investor solutions experience
Second-level review and sign-off on reporting
Aml awareness and operational controls
Apex Group is seeking a Transfer Agency Client Service professional for a night shift role based in India, focusing on providing high-quality investor services and operational oversight. The ideal candidate should have 6-10 years of experience in investor solutions, along with strong communication and organizational skills

Job Summary

  • The role supports global Investor Solutions operations from the India Global Service Centre while partnering with onshore teams.
  • Incumbents are responsible for performing second-level reviews of investor reporting and ensuring strict compliance with internal controls.
  • The position requires leading training initiatives, managing escalations related to cash breaks or AML activity, and driving productivity improvements.

Matching Summary

Match Score: 85

Apex Group is seeking a Transfer Agency Client Service professional for a night shift role based in India, focusing on providing high-quality investor services and operational oversight. The ideal candidate should have 6-10 years of experience in investor solutions, along with strong communication and organizational skills.

Skills & Requirements

Must-have

  • 6-10 years Investor Solutions experience
  • Second-level review and sign-off on reporting
  • AML awareness and operational controls
  • Team workflow management and coordination
  • Client escalation handling and SLA delivery

Nice-to-have

  • Mentoring and coaching junior team members
  • Process standardization and efficiency drive
  • Strong stakeholder relationship management
  • Experience with annual external audit coordination
  • Ability to work under pressure with competing priorities

Key Requirements

  • 6–10 years relevant experience in Investor Solutions
  • Experience managing workflows across locations
  • Strong proficiency in MS Office and management reporting

Work Rights

Not specified

Tailored Resume

Cover Letter