Job Summary:
This role is ideal for a highly motivated individual who can play a crucial part in supporting the firm’s Securities Services business.
We are seeking an experienced professional to join our team as a Fund Operations Specialist.
Key Responsibilities:
* Act as daily contact and first point of escalation for clients and internal operations teams, taking ownership of issues and managing escalations to relevant internal teams.
* Work with and manage through other functional areas both locally and globally to ensure timely and efficient service delivery.
* Establish schedules of service reviews with partners and conduct/run reviews, incorporating service metrics and client reporting.
* Create and maintain "Paths to Green" for service functions operating below client expectations.
* Facilitate regular communication across all internal teams to support consistent service delivery.
* Establish rapport with clients for joint tactical planning on initiatives.
* Take lead role in all service delivery initiatives.
Requirements:
* Minimum 5 years industry experience in financial services sector.
* Relevant knowledge and experience will be considered in conjunction with related business degree or industry recognized training.
* Demonstrated experience in global financial markets, complex superannuation fund client base, and investment administration products including portfolio accounting, unit pricing, and financial accounting.
* Ability to form, build, and leverage internal and external client relationships.
* Proactive response and adaptation to change, influencing strategies, and effectively representing business function.