TA Service Desk Manager (Transfer Agency)

Location: Taiwan office, Taipei City; hybrid work model

Company

Provider of AI-powered technology and services for financial services and healthcare organizations, with solutions covering financial markets, customer management, professional services, and output operations.

What you will do

• Lead a small Taiwan-based service desk team supporting transfer agency, investor AML, and client servicing for offshore transfer agency clients with Asian distribution requirements.
• Oversee account opening, AML/KYC, deal processing, service delivery, incident escalation, and operational issue resolution.
• Monitor service levels, SLAs, KPIs, controls, procedures, checklists, and management reporting.
• Build and maintain local client relationships and act as the point of contact for client questions and issues.
• Conduct team reviews and appraisals, develop employees, and promote strong client-focused performance.
• Coordinate quality assurance sampling, procedural improvements, and client-specific or regional projects with internal teams.

Requirements

• 5+ years of experience in a related role, with extensive experience in a similar environment.
• In-depth knowledge of transfer agency operations and technology.
• Understanding of the financial services regulatory environment.
• Strong communication skills with local and global management and employees at all levels.
• Strategic leadership, risk management, control, problem-solving, and people development skills.

Culture & Benefits

• Hybrid work model and business casual dress code.
• Flexible personal and vacation time off, sick leave, and paid holidays.
• Professional development, hands-on training, SS&C University, and tuition reimbursement for eligible employees.
• Social insurance and medical, dental, vision, and life insurance coverage, plus an employee assistance program and annual health check-up.
• Bonus scheme and stock allocation for eligible employees.