transfer agency associate (m/f) in Luxembourg

Thomas LENNINGER, Randstad Luxembourg, Randstad Luxembourg
mission d'intérim
postuler >

job details

luxembourg, centre
Finance ​&​ Assurance
type d'emploi
mission d'intérim
Thomas LENNINGER, Randstad Luxembourg, Randstad Luxembourg

description du poste

Would you like to be part of one of the top financial services companies in the world, and add a substantial hands-on experience to your Resume? Here is the perfect opportunity for you.


The Transfer Agency Client Delivery Associate (M/F) will :


· Serve as the main contact for a portfolio of clients and their investors; answer all phone calls

and emails pertaining to those relationships and demonstrate ability to resolve queries timely

and accurately.

· Ability to manage the team effectively and ensure that all members of the team are aware of

key deadlines.

· Receive Deals from shareholders & distributors via fax, telephone, Swift and file.

· Monitor workflow and swift queue for deal receipt.

· Quality check of exceptional processes completed by team members.

· Ensure intraday cash flow prediction reports are issued to portfolio Managers within agreed


· Use understanding of transfer agency operations to build out a progressive approach to

improving the quality of service delivered to the client.

· Maintain an effective interactive relationship with internal partners including fund accounting,

sales, technology, solutions, and custody and product development. Work with this wider

team to ensure that the service quality that is delivered is of an excellent standard.

· Support the standard of delivery through proactive client engagement and effective

deliverable planning including using operational knowledge to take end to end ownership of

issue resolution.

· Be an active participant on key initiatives.



Key Responsibilities:


· Ensure awareness of clients overall CIB operating model including any upcoming changes

that could affect transfer agency.

· Managing the team effectively ensuring that all training is completed to the highest of


· Maintain governance and responsibility for all operational processes.

· Support client projects, assess impacts, and consolidate department feedback and

requirements for change management.

· Participate in operational service reviews with the client and relevant stakeholders.

· Identify core weaknesses in any aspect of service delivery. Plan and deliver solutions in

coordination with the operational groups.

· Pre-empt (where possible) and manage/resolve service issues end to end and ensure timely

communication to the client.

· Identify and work towards opportunities to improve client behaviour and effectiveness and

efficiency of operational processes.

· Ensure regulatory requirements are met in the day to day operational process.

· Participate in operations fast board meetings and ensure intraday communication with all

processing teams to ensure seamless service delivery.

Produce and review client and investor level reporting, such as monthly / quarterly statements,

contract notes, order acknowledgements, and regulatory




· A strong sense of ownership and responsibility.

· Excellent client facing skills.

· Drive results through leadership, people, communication and influence.

· Comfortable with change, ambiguity, debate, conflict and informed risk taking.

· Multi-tasker who can manage multiple streams of work concurrently.

· Willingness to make decisions, while ensuring buy in from stakeholders. Ability to challenge

and influence stakeholders to ensure decisions are well thought out and can be executed

from an operations perspective.

· The successful candidate knows how to set priorities right, is flexible in managing working

hours and feels comfortable in delivering the right results under time pressure and within tight




Required Experience:


· Experience in dealing with highly complex, demanding client organizations.

· Organization: strong organizational and time management skills.

· Client Service: ability to interact efficiently with clients and effectively manage client


· Business Knowledge: strong product & business knowledge, including significant experience

(minimum 3-5 years) working in transfer agency, able to demonstrate an in depth

understanding of end to end operational processes.

· Controls Focus: excellence in designing optimal operations controls & workflow.

· Communication skill set: strong written and verbal communication skills with complimentary

presentation skills.

· Results driven: proven track record in client servicing.

· Team player: comfortable working across all levels of the organisation, locations and bringing

teams together to achieve results.



Position Demands:


· Flexible work hours required to meet operational needs.

· Extended hours/weekends may be required during integration/implementation of new

business or systems, as well as during peak cycles (year-end, month-end)


Interested? Send us your CV without further delay. Only CVs matching these criteria will be taken into consideration.

Randstad is one of the leading players worldwide in the area of recruitment, temporary work and human resources services. Randstad has been operating in Luxembourg since 1995 and works for most of the important companies of the country.