Investor Services Associate

TN United Kingdom; London; On-site; GBP 100,000 - 125,000; Full time

Job description

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At Titanbay, we are on a mission to open up private market investing for wealth managers, private banks and their customers. We are deeply committed to delivering unmatched value and service to our clients by offering innovative solutions that empower our customers to navigate private markets with confidence and success.

Our ethos revolves around customer obsession and our ability to solve difficult problems well for our customers. We believe in fostering a culture of transparency, integrity, and accountability where every team member is empowered to take ownership, act with urgency and earn the trust of our colleagues, clients, and partners.

Join us on our journey to reshape the future of private market investing and unlock new opportunities for wealth managers and investors alike.

About the Role

In this role, you will take ownership of answering queries, optimising and improving our operational processes, specifically focusing on our investor services. You will be responsible for assessing and automating repeat processes, managing edge cases and collaborating closely with a variety of teams across Titanbay. This role will be crucial in enhancing our client interactions to deliver an unparalleled experience for our partners and investors.

Responsibilities

1. Assess and streamline processes within the organisation, with a focus on investor services.
2. Run and improve high-impact areas including onboarding, AML and KYC processes.
3. Identify areas for process improvement and automation.
4. Collaborate with Product and Engineering teams to implement new solutions.
5. Analyse high volumes of data to identify patterns and drive process enhancements.
6. Develop structured solutions to new and existing problems.
7. Communicate effectively and clearly with stakeholders at all levels.

Qualifications

1. Previous experience in a B2B Customer Service role, providing an exceptional customer experience.
2. Demonstrated experience in process improvement, utilising automation and implementing tooling.
3. Proven ability to work with high volumes of data and perform pattern analysis.
4. Experience collaborating with Product and Engineering teams.
5. Ability to learn quickly and adapt to new challenges.
6. Excellent communication skills, both verbal and written.
7. Structured thinker with a logical approach to problem-solving.
8. Demonstrated ability to take ownership and drive results with a sense of urgency.

Titanbay does not discriminate on the basis of race, sex, colour, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other reason prohibited by law in the provision of employment opportunities and benefits.