9 дней назад
Transfer Agency Representative - Alternatives
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Transfer Agency Representative - Alternatives (Shareholder Services/Financial Services): Supporting investor queries, client relationships, and periodic reporting in an alternatives-focused transfer agency team with an accent on accuracy, responsiveness, and regulatory process compliance. Focus on processing service requests within agreed SLAs, identifying issues early, and delivering high-quality client support under pressure.
Location: Kraków, Poland; hybrid work with three days per week in the office, or two days for a parent of a child up to four years old
Company
is a global financial services firm providing investor services, capital markets expertise, technology solutions, and specialist client support.
What you will do
- Support the Alternatives Department with investor and client service activities.
- Process client and investor queries within agreed service-level agreements.
- Build and maintain effective relationships across the transfer agency team.
- Follow up promptly with clients and support a strong investor experience.
- Deliver accurate, high-quality work and prepare periodic reporting.
- Identify issues early and escalate them when necessary while following firm policies and procedures.
Requirements
- BA/BS degree or equivalent work experience.
- English is required, with excellent written and verbal communication skills.
- Ability to work accurately and quickly under pressure.
- Strong numerical aptitude, attention to detail, and organizational skills.
- Strong presentation and interpersonal communication skills.
Culture & Benefits
- Collaborative environment with opportunities to contribute beyond the core role.
- Multitasking team providing a broad range of client services.
- Access to clients, information, and experts across business areas worldwide.
- Opportunities to develop expertise, take on new challenges, and build a long-term career within the firm.
- Benefits program focused on health, financial security, and personal well-being.
- Inclusive culture with mentoring, professional growth, and volunteer opportunities.
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