Vice President

Apex Group

Guernsey, Channel Islands
On-site
Leadership in transfer agency
Client service delivery
Process and procedure evolution
As a Client Service Manager in the Transfer Agency Team, you will be responsible for ensuring the efficient running of your section, making sure that all of your sections output is in line with the Company’s procedures as well as dealing with/facilitating all client requests for output whilst meeting the Company’s SLAs

Job Summary

  • As a Client Service Manager in the Transfer Agency Team, you will be responsible for ensuring the efficient running of your section, making sure that all of your sections output is in line with the Company’s procedures as well as dealing with/facilitating all client requests for output whilst meeting the Company’s SLAs.
  • Provide leadership to Transfer Agency across local client book, ensuring tasks are planned and executed accurately, on time and to a high quality.
  • Ensure that all staff have individual development plans and hold regular one to one meetings, providing necessary coaching to more junior staff.

Matching Summary

As a Client Service Manager in the Transfer Agency Team, you will be responsible for ensuring the efficient running of your section, making sure that all of your sections output is in line with the Company’s procedures as well as dealing with/facilitating all client requests for output whilst meeting the Company’s SLAs.

Skills & Requirements

Must-have

  • Leadership in Transfer Agency
  • Client service delivery
  • Process and procedure evolution
  • Fund administration knowledge
  • Regulatory compliance

Nice-to-have

  • Positive disrupter mindset
  • Teamwork and client service excellence
  • Creative problem-solving

Key Requirements

  • 5+ years in a financial institution
  • Understanding of fund structures
  • ACCA, ACA, ICSA or similar qualification

Work Rights

Not specified

Tailored Resume

Cover Letter