Ukta Senior Administrator Investor Services

2 months ago

London, United Kingdom HSBC Full time

-Job description

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.

HSBC Market & Securities Services (MSS) provides comprehensive global, regional and domestic fund services including fund administration, global custody and sub-custody settlement and services.

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

This role sits within the 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.

Key responsibilities will include:

- Carry out 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
- Provide written correspondence and resolutions to customer requests
- Carry out training and coaching of lesser experienced members of the team and dealing with more complex customer queries
- Be involved in adhoc projects within the department and carry out testing when required
Requirements

To be successful in this role you should meet the following requirements:

- Solid background of working within a customer facing role such as a contact centre environment
- Previous experience in Investor/Shareholder Services/Transfer Agency or UK Funds industry with some knowledge of Investment products such as OEIC’s, Unit Trusts, ISA’s and/or Investment Trusts would be highly beneficial
- Superior communication skills, both written and verbal is essential, someone who can build relationships quickly and be comfortable in having challenging conversations
- Ability to effectively prioritise conflicting demands and work within a fast-paced environment
- Detail orientated with excellent attention to accuracy and strong problem-solving skills

The base location for this role is Edinburgh.

We believe that being open to a range of perspectives and cultures is vital for our business. We work hard to ensure our diverse and inclusive workplace reflects the communities we serve. We want everyone to achieve their potential - regardless of their gender, ethnicity, disability, religion, sexual orientation or age. If you have a different way of seeing the world, we are interested in hearing from you.

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