1 день назад
Senior Consultant (TA)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Consultant (TA) (Fund Transfer Agency): Overseeing Transfer Agency services for a portfolio of fund clients with an accent on client relationships, SLA and KPI performance, governance, and regulatory controls. Focus on coordinating operational teams, managing escalations and change initiatives, and improving service delivery across fund launches, conversions, and onboarding activities.
Location: Luxembourg; full-time onsite role
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions worldwide.
What you will do
- Serve as the primary contact for assigned fund clients and maintain strong client relationships.
- Coordinate regular service reviews, client communications, escalations, and governance meetings.
- Monitor Transfer Agency service delivery against contractual agreements, SLAs, KPIs, regulatory requirements, and client expectations.
- Coordinate with operations, registration, dealing, AML/KYC, and investor services teams.
- Prepare monthly and quarterly service reports, analyze operational metrics, and track service commitments.
- Support fund launches, mergers, conversions, onboarding, new products, client-driven changes, and regulatory projects.
Requirements
- Strong knowledge of Transfer Agency services.
- Experience in client relationship and stakeholder management.
- Ability to handle escalations, resolve conflicts, and manage incidents effectively.
- Analytical and problem-solving skills with risk awareness and regulatory understanding.
- Project and change management experience.
- Strong communication and presentation skills.
Culture & Benefits
- Flexible and collaborative work culture supported by a financially stable organization.
- Opportunities for internal mobility and access to senior leaders.
- Commitment to an inclusive workplace and community involvement through philanthropy.
- Reasonable workplace adjustments are available for individuals with health conditions and disabilities.
- Luxembourg office with equipped meeting rooms, a canteen, rooftop beehives, and a maintained vegetable garden.
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