Fund Operations & Customer Transitions Associate

Fund Operations & Customer Transitions Associate

Our client, an international investment funds services, is looking to expand the Global Funds Operations team. The role involves planning and supporting client migrations to investment fund platforms, and acting as the primary contact for customers, fund agents, and internal stakeholders. Key responsibilities include managing code collection, account openings, static data setup, and responding to queries while coordinating issue resolution with internal teams.

What's In It For You?

Be part of a collaborative team with opportunities to learn and grow.

Hybrid working arrangement.

Our Ideal Candidate:

1. 1-5 years of investment funds/transfer agency experience.
2. Knowledge of transfers, nominee account openings at the transfer agent and portfolio migration are advantageous.
3. Excellent communication and presentation skills, preferably with experience in customer demos.
4. Bachelor's Degree in Banking and/or Finance related.

If you believe you fit the requirements for the role, please click "Apply". Short listed candidates will be notified.