Senior Associate, Nexus, Investor Delivery (Transfer Agency)

We are in a process of strategically re-aligning our core functions across various global locations, we need a strong Senior Associate to join our central business team to help manage various queries and further help implement efficiencies across the different business functions.

Core Responsibilities:

Initially we expect the core focus of the role to cover the following:

• Ensuring correct categorisation of emails. Identify high touch emails and trading that has short turnarounds.  
• Management and oversight of all queries within Appian (our tech platform). Management and oversight of Appian Admin Portal. 
• Identify new system functionality and work with relevant parties to develop and implement.
• Ensuring end of day checks are completed, aged items are flagged to other internal departments for action, all cases have been allocated. Escalate where necessary.
• Identification of any system issues- work with relevant parties to resolve. Ensure internal departments are aware of alternative action to be taken to manage the case until the issue is resolved.
• Involvement in testing and roll out of new functionality.
• Monitoring and provision of reporting in relation to system uptake. Identify and report blockers preventing uptake. Assist in resolving these blockers. 
• Identify and implement improved processes for case management and standardisation.  
• Build and develop team in various locations globally with a continuous improvement mindset, focused on efficient workflows, adoption of technology such as AI, Appian, etc.