Fund Services Officer

Competitive | Oxfordshire | Permanent
Posted 1 year ago

Fund Services Officer
Henley on Thames
FTC – 12 months

InterQuest Solutions are delighted to be working with one of our most successful investment management clients supporting them with the recruitment of a Funds Services Officer. The key focus of the role is to support the Operational Teams and to oversee the quality and timeliness of a third party Administrator, to ensure that they are performing to the agreed SLAs and KPIs, and are offering excellent client service to the distribution partners and their clients

This role is a fixed term contract for 12 months

Duties & Responsibilities
• Act as primary point of contact between our client and the third party administrator for any technical or BAU issues, sign off authorisation and query resolution
• Monitor the overall performance against targets (SLAs and KPIs), standards and deadlines and ensure remedial action or escalation is taken as required
• Build an open and effective communication channel with both the administrator and internal business partners to ensure that business needs are met
• Participate in service review meetings to ensure regulatory breaches, SLA breaches and service quality issues are addressed
• Provide support, escalation route when necessary to manage and resolve any queries
• Ensure that all returns and statistics are completed and submitted within the UK regulatory timescales
• Where a legacy TA activity remains in house, effectively process work accurately and within agreed timeframes/procedures
• Provide project support to wider company initiatives / regulation changes when required

Skills & Responsibilities
• Relevant business qualification or IAQ preferred
• Previous TA experience across a number of functions advantageous
• Experience of monitoring systems, processes and service standards
• Experience in supporting senior management would be advantageous
• In depth knowledge of ISA & ICVC Regulations
• An understanding of both the key similarities and differences between the UK and cross border (EMEA) functions and regulations governing is ideal

For more information about this role, please contact:

Rachel Loughlin
0161 237 0063

See Rachel Loughlin's jobs
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