Lead Rep, Middle Office

Employment Type

: Full-Time


: Miscellaneous

* Perform the day to day management of team by ensuring all activities and tasks are actioned and completed in a timely manner. * Support the Client Service team with matters as they arise. * Provide expert opinion and assistance with queries received from clients, vendors and internal stakeholders. * Ensure all records keeping is completed and maintained as appropriate.  * Manage the fund event/corporate action communication process. * Pro-actively manage incoming queries that fall out of usual business lines. * Ensure timely and accurate delivery of project tasks working in conjunction with other departments * Support the AML/CFT Officer on ensuring the company adheres to its policies and procedures so as to meet its regulatory obligation. * Build relationships with internal stakeholders and support teams to facilitate the delivery of a client service excellence. * Manage ongoing relationship with the relevant regional sales teams. * Oversight of the Rebates & Commissions process ensuring team follows procedures. * Support the Client Service team in their professional development. * Support Senior Manager with general team oversight including one-to-ones and team meetings. * Coordinate quarterly off-site team meetings. * Assist with oversight of the transfer agent and the services they provide. * Support the Management Company Services with their reporting requirements. * Work closely with other client service teams located within the BNY distribution business to promote effective collaboration and to ensure procedural standards are maintained. * Support 2nd line and 3rd line with queries and monitoring reviews. * Maintain the Risk & Compliance Self-Assessment (RCSA) for the Client Service Team. * Other ad-hoc tasks as they arise.   Technical Skills, Knowledge, Systems Knowledge (and associated skill level) * Proven asset management/private banking  experience will be necessary * Existing client service experience will be required   Academic/Professional Qualifications (or equivalent qualifiers) * Degree level education * Industry recognised qualifications (ie. IMC)  

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