Fund Operations & Customer Transitions Associate

Ambition Singapore; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An innovative firm is seeking a Fund Operations & Customer Transitions Associate to join their Global Funds Operations team. In this dynamic role, you will plan and support client migrations to investment fund platforms while being the primary contact for customers, fund agents, and internal teams. Your responsibilities will include managing code collection, account openings, and static data setup, ensuring smooth transitions and excellent customer service. This position offers a hybrid working arrangement within a collaborative environment that fosters learning and growth. If you have a passion for finance and customer relations, this opportunity is perfect for you.

Qualifications

• 1-5 years of experience in investment funds or transfer agency.
• Knowledge of transfers and nominee account openings is advantageous.

Responsibilities

• Manage client migrations to investment fund platforms.
• Act as the primary contact for customers and internal stakeholders.

Skills

Investment Funds Experience

Customer Communication

Presentation Skills

Education

Bachelor's Degree in Banking

Bachelor's Degree in Finance

Job description

Fund Operations & Customer Transitions Associate

Our client, an international investment funds services, is looking to expand the Global Funds Operations team. The role involves planning and supporting client migrations to investment fund platforms, and acting as the primary contact for customers, fund agents, and internal stakeholders. Key responsibilities include managing code collection, account openings, static data setup, and responding to queries while coordinating issue resolution with internal teams.

What's In It For You?

Be part of a collaborative team with opportunities to learn and grow.

Hybrid working arrangement.

Our Ideal Candidate:

1. 1-5 years of investment funds/transfer agency experience.
2. Knowledge of transfers, nominee account openings at the transfer agent and portfolio migration are advantageous.
3. Excellent communication and presentation skills, preferably with experience in customer demos.
4. Bachelor's Degree in Banking and/or Finance related.

If you believe you fit the requirements for the role, please click "Apply". Short listed candidates will be notified.