Uk Ta Administrator Retail Investor Services

4 weeks ago

Edinburgh, United Kingdom HSBC Full time

HSBC Global Banking and Markets is an emerging markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our products and services include advisory, financing, prime services, research and analysis, securities services, trading and sales and transaction banking.

We are currently seeking a professional to join our team in the role of - Investor Services Senior Administrator

Working within a UKTA Investor Services Contact Centre primarily dealing with inbound telephone enquries with focus on managing and servicing calls from Investors.

The calls will cover retail and institutional investors and telephone dealing could form part of the role from time to time.

Whilst the phone work is the primary focus, there will be cross over into other areas of UKTA such as the Correspondence team, this will be at the discretion of the Management team. There will also be an element of outbound calls to investors.The services will typically support multiple Asset Managers with a range of products (OEICS, Unit Trusts, ISAs, Investment Trusts) and there will be quality controls and oversight and maker/checker processes in place.

**Responsibilities**:

- Maximising client satisfaction whilst maintaining a stable and controlled service model in a challenging environment
- Be a partner of choice for Business Partner in delivering superlative support and service
- Alert all key stake-holders on high risk, sensitive customer complaints that impact the Group’s reputation and participate in steps taken to remedy process, policy, systems as applicable
- Play a key role for the delivery of a cohesive service to our clients and their investors
- Day to day processing of activities within the department to ensure that all tasks are processed in accordance with agreed procedures and controls and in accordance with relevant fund parameters
- Understanding of the business and keeping abreast of development in the market
- Suggest and implement improvements to the Transfer Agency processes and procedures in consultation with the Supervisor

Requirements

Required knowledge and experience:

- Previous experience in Investor/Shareholder Services/Transfer Agency or UK Funds industry
- Relevant experience in the financial services industry is desirable
- Strong business sense and awareness of the key risk areas of the business.
- Strong inter-personal and decision making skills and the ability and vision to drive teams forward and lead from the front
- Ability to ensure deadlines, controls and procedures are adhered to
- Ability to analyse issues, and organize and proactively contribute to the team
- Working knowledge of Microsoft Word and Excel
- Strong attention to detail

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Telephone: +44 2078328500.

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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