Description
Global Distribution Support
Edinburgh
12 months
We are looking to appoint a highly talented individual to join our Global Distribution Support team within Global Client Operations. Someone with some transfer agency experience and more generally an understanding of investment processes and structures. There will be a high level of client contact in this role.
The Global Distribution Support team provides key operational support to our wholesale, institutional and retail clients on a global basis. Support is provided both directly and indirectly in conjunction with our third party Transfer Agents.
The successful applicant will have responsibility for developing and managing an effective and exceptional client support service, enabling the effective distribution of a variety of SLI products on a global scale at a time of transformational change.
Key deliverables include:
- Client On-boarding Support - in conjunction with our Transfer Agents, facilitate the successful on-boarding of our retail, wholesale and institutional clients into the various SLI products.
- Distributor Support - operational review of Distribution Agreements to ensure client servicing requirements can be met; pro-active management of clients' KPIs; effective and timely communication to our distributors.
- Transfer Agency client service oversight and engagement - day-to-day oversight of client service deliverables from our Transfer Agents, attendance at regular internal and external meetings on the status of client service.
- Query Management - Effective resolution and management of operational queries from internal stakeholders; effective management of escalated queries through referral systems and email boxes; ensuring critical issues are identified and logged and escalated accordingly
- Continuous Improvement - identify and drive continuous and process improvement activity across our suppliers, client servicing model and internal operations team;
- Change - Active involvement in product related change projects that may impact our clients, ensuring effective implementation that does not compromise on client servicing experience; working with TAs to deliver key operational changes/enhancements to the operating platform.
Qualifications
- Investment Operations Certificate (IOC) or Investment Management Certificate (IMC) desirable but not essential
Core Knowledge
- Good understanding of the investment market place and structure
- Strong product knowledge and experience in particular OEICs and SICAVs
- Strong understanding of transfer agency service offerings
Core Skills/Qualities
- Communication skills
- Relationship building
- Proactive, can-do approach
- Organisational skills
- Analytical thinking
- Investigative
- Demonstrates ownership of issues and tasks
- Problem solving
- Attention to detail
- Team work
Suitable candidates should submit their CV in the first instance.