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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