You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Please enter the external job description here (remove this line)
Job description (heading) / Description du poste (titre)
- This position is responsible for the full administration of all mutual fund shareholders. This position ensures all daily processing functions are completed within determined timeframes while ensuring liability and risks to the organization are non-existent.
Preferred skills (heading) / Compétences particulières (titre)
- With at least 3 to 5 years’ experience in a customer servicing function or other relevant profession
Qualifications (heading) / Compétences (titre)
- Well-developed prioritization and time management skills
- With orientation to detail and ability to learn, retain, and apply considerable amounts of information gathered from different sources.
- Strong collaboration skills: demonstrated ability to partner with cross-functional business areas to achieve results.
- Must possess keen interest in learning about the financial services industry.
Responsibilities (heading) / Responsabilités (titre)
- Processes financial transactions, such as subscription, redemptions and switch based on information received in the forms.
- Completes information or document through coordination with the MF representatives; recommend appropriate disposition of transaction requests with insufficient information or documents. (EDD/CDD)
- Conducts checking and sign-off of processed transactions for the day for the assigned Fund and comparing to the Monitoring report generated from the support system. (EOD)
- Handles the timely resolution of any query, concern, complaints handling coming from investors gathered through Client Care, Client Service Centers and SLAMCI Sales. (Different internal channels/partners)
- Prepares the monthly, weekly, and daily reports as required.
- Assists in preparation of business requirements, user test plan and conducts user testing.
- Assists in the conceptualization, development and implementation of new product enhancement geared towards:
- Improving SLAMC’s services and attractiveness to existing clientele
- Improving client loyalty and retention
Job Category:
Customer Service / Operations
Posting End Date:
30/10/2024
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