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45 Alter Domus Jobs
Investor Services Manager
Alter Domus
posted 3hr ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Job Description
Attend and complete all assigned trainings.
Attend and participate in relevant internal and external calls
Process and Index all pertinent emails accurately and efficiently
Show ownership and ability to prioritize tasks, work on multiple assignments, and ensure tasks are completed in a timely fashion.
Ensure company policies and procedures are followed and compliant with applicable governance.
Assist the department in mitigating the risks for errors.
Ensure company policies and procedures are followed and compliant with applicable governance.
Assist the department in mitigating the risks for errors.
Manage expectations and turnaround times by effectively communicating both externally and internally.
Provide support to third parties when necessary (Investors, Advisors, Clients, Bankers, etc.).
Review investor documentation provide comments
Maintain investor documentation and KYC documents on internal drives in a organized fashion
Create and maintain investors data in the CRM
Aid the team in managing the investor services call line and efficiently direct communication to appropriate departments
Communicate escalations to management in a timely manner
Assist in posting documents on internal and external investor portals
Demonstrated enhanced understanding of KYC requirements
Demonstrate advanced email etiquette
Manage and lead Investor Services portion of weekly/monthly client calls with minimum support
Assist in maintaining SOP that meets Alter Domus and Industry Standards
Service as a back up manager for Sr Manager
Handle complex clients independently
Process and complete workload without assistance
Provide solutions in adhoc situations
Deliver monthly information for all areas of operation in line with KPIs and SLAs
Work with management, team, and client on escalations
Deliver and produce structured training for groups, associates, and new hires
Review and provide feedback on Officers and Senior Officers work
Manage Assist in leading a small team of direct reports and their clients
Be a Subject Matter Expert (SME) in various Investor Services topics
Assist in performance and development of direct reports
Evaluate performance and development of direct team
Resolve internal and external client escalations
Implement changes within the team to meet industry standards and growth of Alter Domus
Develop and maintain growth within the team
WHAT WE OFFER:
We are committed to supporting your development, advancing your career, and providing benefits that matter to you.
Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.
Our global benefits also include:
- Support for professional accreditations such as ACCA and study leave
- Flexible arrangements, generous holidays, birthday leave
- Continuous mentoring along your career progression
- Active sports, events and social committees across our offices
- Support with mental, physical, emotional and financial support 24/7 from our Employee Assistance Program
- The opportunity to invest in our growth and success through our Employee Share Plan
- Plus additional local benefits depending on your location
Equity in every sense of the word
We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you.
(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: )
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Hear from the team
"Alter Domus were fully supportive through my studying path, providing study support in the way of study fees and study leave, as well as some flexible working towards nearer each exam to help me manage with work/life (and exam!) balance.
Employment Type: Full Time, Permanent
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What people at Alter Domus are saying
What Alter Domus employees are saying about work life
based on 38 employees
Flexible timing
Monday to Friday
No travel
Day Shift
Alter Domus Benefits
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