Job responsibilities:
Client Service & TA Oversight
Provide client service oversight including monitoring client trends particularly those indicating signs of vulnerability issue management post-call surveys and referrals of queries outside TA responsibility (e.g. historic events performance queries authority to deal cases) ensuring prompt follow-up and minimal client impact.
Prioritise client experience and demonstrate good outcomes placing Consumer Duty at the heart of decision-making.
Oversight of typical TA responsibilities including Dealing Cashflow monitoring and escalation with relevant investment desks around any issues Settlements Registrations Rebate Processing AML Tax Reporting
Third-Party & Vendor Oversight
Oversee and manage the TA to ensure high-quality service delivery through KPIs SLAs and compliance with contractual obligations. Fostering a collaborative partnership built on mutual trust and transparency.
Conduct regular in-person site visits with TA and other vendors as required (e.g. Dealing STP providers Print & Tracing Vendors etc.) to maintain oversight leverage relationships and act as delivery manager.
Build relationships with peers of the appointed TA and attend multi-client forums and committees.
Change Management & Process Improvement
Lead and manage change initiatives including holistic client service improvements process simplification and regulatory projects such as Accelerated Settlement.
Risk Controls & Performance Monitoring
Analyse errors and breaches understand TA control failures and explore preventative actions both within TA and internally.
Identify act on and minimize risks within the business.
Monitor Key Performance Indicators (KPIs) ensuring timely and appropriate escalation of any trends or performance issues.
Specialist & Governance Activities
Represent UK TA Oversight within Asset Management Governance forums and produce relevant reporting.
Act as Subject Matter Expert and manager for Client Communications collaborating with Product Development and wider EMEA teams to coordinate fund activity EGMs and other key client engagement initiatives.
Required qualifications & Skills
Client focus - Essential to demonstrate a client centric mindset with a strong commitment to integrity delivery and responsibility.
Attention to Detail and Organization -Must possess keen attention to detail and excellent organizational skills.
Time Management - Ability to prioritise tasks and manage time effectively to meet deadlines and service standards.
Adaptability - Flexibility to adjust to changing client needs and evolving industry trends.
Required Experience:
IC
Asset Management UK TA Oversight, Associate • London, England, UK
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