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Head of UK TA and Investor Services

Salary £80k to £95k
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/RW/28700
Contact Rosalie Wallis
Date posted 26-04-2018

This leading asset manager is looking for a Head of UK TA and Investor Services to be responsible for the end to end operating supplier relationships that will ultimately provide critical Transfer Agency and Administration services for the companies business.

The principal purpose of the role is to be responsible for day to day relations and on-going improvements in the standard of service provided.

• Working with stakeholders to understand any commercial objectives for the companies success.
• Understanding the regulatory requirements and resolving any issues in relation to supplier relationships especially the TA.
• Having specific responsibility for design, operation and oversight of the CASS operating model.

• Being able to handle any issue resolution.
• Technical working knowledge of the CASS requirements and regulatory expectations of the TA and client servicing.
• Comprehensive knowledge across the investment management, covering operations, systems, compliance and governance.
• Experience dealing with senior management and with third-party vendors.
• Great communicator both verbally and written.

For more information on this role or to discuss other opportunities in financial services please contact Rose Dean on 0203 145 3342 or

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Contact Rosalie about this job

Director, Consultant