Transfer Agency Oversight & Service Delivery Specialist (12 Month Fixed Term Contract)

Aberdeen Standard Investments; City of Edinburgh; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player seeks a Transfer Agency Oversight & Service Delivery Specialist to enhance customer service within their administration department. This role offers a unique opportunity to engage with clients and internal stakeholders, ensuring compliance and continuous improvement. The successful candidate will leverage their experience in asset management and proficiency in tools like MS Excel and Salesforce to provide exceptional service. Join a company that values talent and offers a supportive environment with flexible working options and a commitment to inclusivity.

Benefits

40 days annual leave

16% employer pension contribution

Discretionary performance-based bonus

Private healthcare

Gym discounts

Season ticket loans

Employee discount portal

Qualifications

• Experience working for an Asset Manager.
• Proficient in MS Excel with macro experience.
• Experience managing third party suppliers.

Responsibilities

• Answer internal and client queries regarding administration issues.
• Process work efficiently to meet customer expectations.
• Ensure compliance with departmental guidelines.

Skills

Stakeholder Management

MS Excel

Transfer Agency Experience

Salesforce

Education

Relevant Industry Training/Qualifications

Tools

MS Excel

Salesforce

Job description

Job Description

12 Month FTC

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses: interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

· interactive investor: The UK’s second largest direct-to-consumer investment platform, enabling individuals in the UK to plan, save, and invest in the way that works for them.

· Adviser: Provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.

· Investments: A specialist asset manager focusing on areas where we have both strength and scale to capitalize on the key themes shaping the market, through either public markets or alternative asset classes.

About the role

The Transfer Agency Oversight & Service Delivery department is dedicated to ensuring the highest level of customer service within agreed service standards both internally and externally on internal and outsourced administration. The department is committed to continuous improvement and achieving daily, personal, and team targets.

The Transfer Agency Oversight & Service Delivery Specialist will be responsible for answering internal and client queries regarding administration issues, processing work efficiently to meet customer expectations, and providing the highest level of customer service. The role involves ensuring compliance with departmental guidelines, contributing to compliance checks, and participating in continuous improvement activities.

Key Responsibilities:

Customer Service

• Answering internal and client queries regarding administration issues where required

• To efficiently process work to meet customer expectations at reasonable cost

• To provide the highest level of customer service within agreed service standards both internally & externally on internal and outsourced administration

Department/Procedures

• To process work on a 'right first time' basis with minimal checking and the appropriate level of support and guidance.

• To understand & operate within Department Guidelines and in line with relevant Authorisation, Legislation & Compliance Rules

• To contribute to the success of departmental Compliance checks (i.e. with no or only minimal issues raised)

• To participate in continuous improvement in key business and/or Management Activities

• Commitment to achieving daily, personal & team targets and frequent and appropriate suggestions for improvements

• Commitment to assisting TPAs in improving their services to Aberdeen via error effective ongoing communication

Trail/Commissions

• Complete/Calculate the onshore/offshore trailer fee process.

• Complete/Calculate the onshore/offshore rebate process.

• Handle all queries associated with onshore/offshore trail/rebate.

• To control and maintain the broker discount list for onshore/offshore

• To assist in preparation of trail control reports

• To assist in analysis and resolution of trail / rebate queries as required

• To assist in trail reconciliations as required

• To process work within agreed turnaround times in order to meet team targets, thereby demonstrating effective time management skills and the ability to judge assess priorities effectively.

Training & Development

• To obtain the relevant Industry Training/Qualifications

• To enthusiastically take part in Self/Team Development and training & personally review Departmental Performance Plans & Achievement records

• Maintenance of Training Records (CPD)

• Enthusiastic participation in Appraisals and completion of the relevant documentation

About the Candidate

• Experience working for an Asset Manager

• Transfer Agency experience

• Proficient in the use of MS Excel, with extensive experience creating and using macros

• Exceptional stakeholder management skills

• Experience of managing third party suppliers

• Experience of using Salesforce

We are a Disability Confident Committed employer and are happy to provide adjustments to the recruitment process to support candidates.

Our benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefitshere.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we dohere.

An inclusive way of working

Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you.

At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.

An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.