Transfer Agency Associate

The Company seeks a motivated individual to join the Shareholder Services team, focused on onboarding clients for private equity funds.
The role involves managing the entire client onboarding process, handling a diverse client base (institutional clients, pension funds, high-net-worth individuals, and family offices), and ensuring adherence to policies.
Strong multitasking, communication, organizational skills, and attention to detail are essential.
This role offers opportunities for growth in a dynamic team.
The successful candidate will play a pivotal role in evolving internal processes and contributing to the team's development.
Responsibilities: Serve as the primary contact for investors, fostering relationships.Assist with client onboarding and quality checks.Review FATCA/CRS documentation.Ensure compliance with policies and procedures.Manage relationships with clients, General Partners, and stakeholders.Proactively address and resolve service issues.Coordinate across international offices.Support team performance to meet internal KPIs.Requirements: Bachelor's degree with a minimum 2.2 honors.Benefits: Hybrid Work: 3 days in-office, 2 days remote post-probation.Comprehensive Benefits: Performance bonus, pension, life assurance, gym access, and subsidized lunches.Professional Development: Internal and external training opportunities aligned with business needs.
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