UK Transfer Agency Senior Administrator - Investor Services

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If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

HSBC Global Banking and Markets is an emerging markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our products and services include advisory, financing, prime services, research and analysis, securities services, trading and sales and transaction banking.

HSBC Market & Securities Services (MSS) provides comprehensive global, regional and domestic fund services including fund administration, global custody and sub-custody settlement and services.

We are currently seeking a professional to join our team in the role of: UK Transfer Agency Senior Administrator – Investor Services.

This role sits within the UKTA Investor Services Contact Centre primarily dealing with inbound telephone enquiries with focus on managing and servicing calls from Investors. The calls will cover retail and institutional investors and telephone dealing could form part of the role from time to time.

Whilst the phone work is the primary focus there will be cross over into other areas of UKTA (UK Transfer Agency) such as the Correspondence team, this will be at the discretion of the Management team. There will also be an element of outbound calls to investors. The services will typically support multiple Asset Managers with a range of products (OEICS, Unit Trusts, ISAs, Investment Trusts) and there will be quality controls and oversight and maker/checker processes in place.

Key responsibilities will include:

• Manage multiple calls and queries from both retail and institutional investors via email, telephone and post
• Carry out day to day processing of activities within the department to ensure that all tasks are processed in accordance with agreed procedures and controls and in accordance with relevant fund parameters
• Provide written correspondence and resolutions to customer requests
• Carry out training and coaching of lesser experienced members of the team and dealing with more complex customer queries
• Be involved in adhoc projects within the department and carry out testing when required

To be successful in this role you should meet the following requirements:

• Solid background of working within a customer facing role such as a contact centre environment
• Previous experience in Investor/Shareholder Services/Transfer Agency or UK Funds industry with some knowledge of Investment products such as OEIC’s, Unit Trusts, ISA’s and/or Investment Trusts is essential
• Superior communication skills, both written and verbal is essential, someone who can build relationships quickly and be comfortable in having challenging conversations
• Ability to effectively prioritise conflicting demands and work within a fast-paced environment
• Detail orientated with excellent attention to accuracy and strong problem-solving skills

The base location for this role is Edinburgh.

At HSBC we look to enable our employees to better balance your work / life priorities and have the flexibility required to meet challenging needs as they progress through different life stages. Where possible we will consider the following flexible working options: part-time working, job sharing, term-time working, and working from home and staggered hours. If in considering a new role with HSBC you have a need for some flexibility in your working arrangements please discuss this with the recruitment team in the early stages of the application process.

We believe that being open to a range of perspectives and cultures is vital for our business. We work hard to ensure our diverse and inclusive workplace reflects the communities we serve. We want everyone to achieve their potential – regardless of their gender, ethnicity, disability, religion, sexual orientation or age. If you have a different way of seeing the world, we are interested in hearing from you.