Join our dedicated Corporate Actions team based in the Isle of Man and play a key role in ensuring clients and advisers are kept informed and empowered to make the right decisions about their assets.
The Role
Take ownership of a range of responsibilities to ensure corporate actions are reflected accurately and efficiently across a large and diverse book of business.
About You
You will be a motivated and detail focused individual with a strong background in finance and a passion for delivering excellent service.
The Reward
The Role
Take ownership of a range of responsibilities to ensure corporate actions are reflected accurately and efficiently across a large and diverse book of business.
- Process customer service requests in line with local procedures and guidelines
- Liaise with fund houses and other parties to obtain required documentation and information
- Work closely with internal departments to resolve complex queries
- Check and review work to ensure quality and compliance with customer expectations
- Contribute to continuous improvement initiatives to enhance service delivery
- Maintain accurate and up to date statistics and records
- Undertake investigations and root cause analysis to resolve issues
- Build and manage relationships with stakeholders including policyholders advisers and fund managers
- Support a culture of high performance accountability and collaboration within the team
About You
You will be a motivated and detail focused individual with a strong background in finance and a passion for delivering excellent service.
- Previous experience in a finance role
- Experience in investments or corporate actions
- Proficient in Microsoft Office applications
- CISI or CII qualifications are desirable
- Ability to understand complex information and communicate it clearly
- Collaborative team player with strong problem solving skills
- Committed to continuous improvement and professional development
The Reward
- Competitive salary and benefits package
- Opportunities for professional development and qualifications
- Supportive and collaborative team environment
- Be part of a company that values continuous improvement and innovation