Transfer Agent Supervisor - Financial Services

38000.00 - 44000.00 GBP Annual + GBP38000 - GBP44000/annum
30 Aug 2017
27 Sep 2017
Contract Type
Full Time
Do you have experience working within financial services and / or asset management? This role is a Supervisory role which also requires remote team leader / supervisor support to a team of three in Dubai / Middle East, a team in Scotland, in addition to a London based team of 8.

You will supervise the Transfer Agent team based in London (team of 8) and small teams in Dubai and Scotland working in different remits.

You will ideally have experience working with OICE funds

The TA support clients by phone, email or other written correspondence. Most activities will relate to broker/dealer interactions, transaction processing, customer contact, shareholder servicing, mutual fund compliance, record keeping, shareholder reporting and you'll also assist in resolving complex enquiries.


* Sets daily plans and dashboards
* Attends to meetings
* Manages projects
* Coaches, leads and supports employees
* Ensures customer service and operational decisions are adhered to and are maintained to high standards
* Ensures team have the training and resources to meet performance objectives
* Identifies behaviours and skill sets required within the team to meet business objectives

Ideal background

* Prior experience managing a client servicing team and managing staff in remote locations
* Experience utilizing MS Office
* Ability to communicate effectively
* Experience in coaching and mentoring a high performing team
* External IOC qualifications beneficial
* Strong knowledge and understanding of Asset Management (ideal, not essential)
* Good organizational and decision-making skills

It is Wells Tobias Recruitment Solutions' policy, as a matter of courtesy, to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual applicants. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future. Thank you