Job Overview

Shareholder Services Associate

Location: City of London, London Salary: £45000 - £50000 per annum
Type: Permanent Contact: Steven Reeder
Posted: 5 months ago

Key responsibilities

  • Provide account servicing support to Institutional Investors and Distributors and resolve queries on their behalf
  • Provide shareholder services assistance to internal clients
  • Coordinate query activities with external vendors
  • Provide operational assistance to clients and Account Managers during the negotiation of Distribution agreements.
  • Liaise with Legal and Funds Development teams for official shareholder communications and fund events
  • On-boarding of potential new vendors
  • Participate in project implementation
  • Ongoing review of internal procedures


  • German speaking is required.
  • Extensive Transfer Agency knowledge to include:
    • Client Servicing
    • Shareholder account registration (AML, KYC)
    • Shareholder transactions monitoring
  • Strong client relationship skills
  • Excellent communication, organisational and analytical skills
  • Attention to detail and constant focus on quality and client service
  • Adaptable, flexible and enjoy working in a team
  • Ability to think quickly and resolve problems in a fast-paced & international environment
  • Ability to multi-task and deliver under tight deadlines
  • Solid working knowledge of Microsoft Office, proficiency in designing and executing database queries is a plus
  • Proven experience in Financial Services

Eames Consulting is acting as an Employment Agency in relation to this vacancy.