Job Role

The Investor & Distributor Services team answers all queries received via phone, email, facsimile and post on behalf of fund clients including shareholders, brokers or financial intermediaries, as well as fund promoters and fund management companies.

Under the supervision of the Manager, the Investor and Distributor Services Team Leader is the focal point for the day-to-day client services of the Investor and Distributor Services.

The Investor and Distributor Services Team Leader is to ensure that the workload is distributed evenly amongst all the team members and that all queries are dealt with efficiently, accurately and professionally. The Investor and Distributor Services Team Leader is an integral part of ensuring that quality service is delivered to assigned clients and all actions must be considered as part of this overall goal. Achieving quality of service is a team effort and the Investor and Distributor Services Team Leader needs to function at all times as a team player and ensure other members of the team do so too

Job Profile

- Successfully attained their final second-level education exams (BAC+2 minimum) or equivalent professional qualification.

- University degree in accounting, banking, finance or business administration.

- Experience working in Transfer Agency or Financial Services an advantage.

- High communication skills, fluent in English and fluent in at least one other language listed: German, Dutch or Italian or French (written & oral)

Technical competencies:

• Demonstrate the ability to provide leadership and direction in a group environment.
• Demonstrate logical, analytical, critical and process thinking to identify, analyze and evaluate complex problems / issues. Maintains open communication channels.
• Initiate problem recovery, correction strategies, procedural and process enhancements; takes concrete steps to prevent and to reduce error reoccurrences in the future. Strongly adhere to existing procedures and controls in place and pro-actively react when foreseeing issues; ensure that procedural/ system changes are updated into the team procedures.

Organization:

• Display good organizational skills in order to meet SLA deadlines and keeps well documented records. Filing and procedural standards must be maintained. Ensures that checklists, job aids and working procedures are up to date and followed.
• Ability to work in a volume driven environment maximizing organizational productivity to complete tasks effectively and accurately.
• Advanced computer skills (MS Office: Excel, Word, PowerPoint, Access and Outlook.
   

Training :

• Excel in improving capabilities by constantly learning new areas. Initiate sharing of ideas, processes, client requirements and knowledge through effective coaching and counseling other team members, maintain adequate documentation for reference

Team Player :

• Function at all times as a team player to build an atmosphere of co-operation within the department and where all team members are engaged.
• Play a supporting role to Customer Services Managers.

State Street Job ID: 69263

Location : Luxembourg

To apply to this position, please email your CV to : ssaha3@statestreet.com

To know more details about State Street, please visit – www.statestreet.com