Job | Client Service Associate- Transfer Agency | Badenoch + Clark


A great opportunity to join a growing team in a world-class financial institution.

In this role, you will be the main contact for clients for TA related matters. You will have exposure with key interactions to provide the best level of service and build strong relationships.

Function information

Your Responsibilities

  • Build and maintain relationships with clients providing a high-level support and ensuring client satisfaction
  • Analyse client queries and work with other teams to provide proactive solutions
  • Propose and lead continuous service and process improvements
  • Participate on the onboarding of the clients
  • Maintain an active interaction with the clients to identify needs
  • Coordinate with other departments and take ownership of the service deliverables


Your Profile:

  • Minimum 3 years’ experience within transfer agency roles
  • Demonstrated experience in client relationship management
  • Client driven, problem solver with good communication skills
  • Fluent in English (written and spoken)

To include yourself within this recruitment process; to find out more information about this role; or to discuss other career opportunities we have available, please contact CATALINA GAVIRIA as soon as possible - CONFIDENTIALITY ASSURED - Please note that by applying your cv is sent directly, and only, to the consultant in charge of this opportunity.

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