Manager, Shareholder Services

Hays is hiring!

Manager, Shareholder Services

Your new company: Global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. A leading provider of financial services for institutions, corporations, and high-net-worth individuals, providing superior asset management and wealth management.

Place of work: Wroclaw

Your tasks:
  • Responsible for the ongoing evaluation of team members, establishing annual Performance Management Programs (targets and deadlines); taking steps where necessary to address gaps in skills through training and mentoring to ensure peak performance for clients
  • Interviewing staff for new/replacement positions, recommending staff for internal promotion and assigning tasks for team members to enhance career opportunities
  • Work with teams in various locations both US, EMEA and APAC
  • Responsible for ensuring the day-to-day operational requirements are being managed and controlled by staff to achieve all the service level agreements and key performance indicators. These tasks include but are not limited to review of investor and trade processing, trade and document reconciliation, cash reconciliations and various investor/client distributions
  • A key focus of the role is to ensure client initiatives are delivered and strategic planning and action takes place to ensure the future growth and development of the business.
  • Produce reporting for senior management, including standard daily and monthly KPIs.
  • Key focus is to ensure team are operating within the defined outsource operating model
  • Strong understanding of fund types & structures from an Investor Services perspective - including but not limited to Master Feeders, Limited Partnerships, Share Series, Equalizations, FoHF & UCITs.
  • Proven track record in adding value to an Investor Services team - delivering process improvements and effecting change.
  • Proven track record in managing risk.

Our requirements:
  • BS or BA in a business-related field preferred
  • 5-8 years of experience in financial services (Transfer Agency experience would be an advantage)
  • 2-5 years’ experience managing people
  • Superior oral and written communication skills
  • Proven customer service skills
  • Ability to multi-task, manage multiple projects and meet deadlines
  • Strong Microsoft Office skills
  • High level of accuracy and professionalism
  • Fluent in written and spoken English is essential for this role.

You will receive:
  • Full time contract of employment
  • Life and medical insurance, pension scheme
  • Diverse and inclusive environment strengthened with your unique perspective
  • Award-winning Wellbeing Program supporting you with your individual health and wellbeing needs
  • Parental support, including back-up childcare, on-site kindergarten and buddy program
  • Structured career development and possibilities for and global mobility
  • Exciting opportunities for career and global mobility
  • Well-defined recognition programs helping you build your personal brand
  • City Centre locations close to main railway station and flexible working arrangements
  • Flexible benefits package including fitness discounts and cafeteria system
  • Employee Referral Program
  • A multitude of opportunities to get involved in community and charity projects through Employee Resource Groups (ERGs)

If you're interested in this position please send your cv directly to or call me directly: 772 227 933.

Hays Poland sp. z o.o. is an employment agency registered in a registry kept by Marshal of the Mazowieckie Voivodeship under the number 361. #1174897
Kliknij tutaj aby uzyskać dostęp do Polityki prywatności HAYS, która zawiera szczegółowe informacje na temat tego, w jaki sposób wykorzystujemy i chronimy twoje dane osobowe oraz Twoje prawa z tym związane.


Rodzaj pracy
Bankowość & Usługi Finansowe
Obszar specjalizacji
Finanse i Księgowość
Nr ref.:
Data ważności
31 May 2023

Skontaktuj się z konsultantem

Skontaktuj się Anna Jerzman, Konsultant odpowiedzialny za tę rekrutację, znajduje się Tricity
Hays, Al. Grunwaldzka 472D

Telefon: 722227933

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