Asset Management Transfer Agency Associate 40-46k

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Salary : $480000 - $552000
Location : Central and Western District
Post Date :

Description :

The Company

Due to business growth an opportunity has arisen to join a market leading Asset Manager. They are now looking for a bright and collaborative Transfer Agency Associate to join their team in Hong Kong.

The role :

  • Manage resources to ensure all outstanding queries are resolved in a timely manner, emphasizing the importance of quality customer service, including regular contact with clients
  • Work as an effective team member with other internal providers to meet our ultimate client service deliverables and oversee the preparation and presentation of Key Performance Indicators as required
  • Act as a point of escalation for clients with issues or concerns and manage these issues to resolution, with consideration for the internal escalation policy
  • Ensure that specialist knowledge is kept current and disseminated as appropriate and be aware of possible future developments and trends
  • Proactively identify and act on opportunities to improve current processes to meet the changing requirements of customers, to improve efficiency, or to reduce risk
  • Communicate relevant information as appropriate up and down the line and escalate where necessary
  • Prepare and properly distribute management information as required and analyse the information to assist in managing both clients and resources
  • Attend and actively participate in all team meetings, ensuring communication is open
  • Ensure procedures are operationally sound with an emphasis on risk reduction and compliance issues, that they are in place for all tasks and that they are adhered to
  • Promote a positive working environment and good levels of team morale
  • Represent the organisation to external partners such as clients, potential clients and vendors in a professional manner
  • Ensure an awareness of and adherence to the key TA controls at all times
  • Understand the risk environment within the department and manage appropriately handle, manage and initiate change in the department.


  • Strong experience in transfer agency operations
  • Strong Equity and licensed fund knowledge.
  • Hands on experience in various Middle Office/Back Office applications.
  • Good analytical, presentation skills and business acumen.
  • Self motivated with good interpersonal skills and good communication skills.
  • Minimum 5 years experience within Custodian Operations.
  • University degree.

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Hong Kong

21st Floor, Nexxus Building,
41 Connaught Road,
Hong Kong
Phone : +852 3653 7300

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