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Investor Services Associate
Posted on May 21, 2025
- Luxembourg, Luxembourg
- No Salary information.
- Full Time

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- Answer to all phone calls and queries in the most accurate manner within the time frame given by our clients.
- Be prepared to achieve and strive to exceed minimum standards in line with KPIs, SLAs & Key Result Areas, both in terms of quality, productivity and accuracy of information given to the customer
- Process data to produce reports and ad-hoc documents requested by internal and external parties.
- Acknowledge complaints received form external parties and resolve the matter within the legal timeframe.
- Propose updates of procedures and job aids to ensure the documents are kept up-to-date.
- Ensure awareness of and adherence to the key TA controls at all times
- Actively participate in the training/coaching of junior team members to strengthen their knowledge and improve their daily organization
- Participate in completion and implementation of projects as required
- Participate in data review, including checking and sign-off during control process
- Communicate relevant information as appropriate up and down the line and escalate where necessary
- Comply with the regulatory regimes in which IFDS operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role
- University Degree - Business education or equivalent is an asset
- Previous relevant working experience in Financial Services / Investor Services or Banking sector
- Technical and product knowledge of the Transfer Agency business is required
- Experience in a similar environment, management/supervisory capacity
- Advanced computer skills (MS Office: Excel, Word, PowerPoint, Access and Outlook…)
- Very good organizational skills in order to meet deadlines
- Ability to work under pressure, to work independently and as part of a team, under pressure while maintaining high accuracy and quality standards also with large work volumes/multiple demands from external parties or the management line
- High accuracy and quality standards, analytical and process thinking skills
- Proactive and able to work independently and as part of a team
- A clear and analytical methodical approach to problem-solving; administrative and organizational skills; meet tight deadlines with initiative and team-oriented spirit
- Client orientated
- Fluent in English (written & oral)
- Other European Languages (German / French / Italian) considered advantageous
- Adhere to existing procedures and controls in place and eager to learn
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