Fund Service Transfer Agency Officer

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Management","Problem-solving","Client relationship management"]

Operate and manage transfer agency (TA) activities to ensure they are correct and efficient, while safeguarding the bank from potential loss. Build and maintain strong client relationships and solve issues related to system or operational procedures. Continuously improve service quality and operational efficiency, and ensure team training and development to support effective TA operations.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
6 days ago

Fund Service Transfer Agency Officer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Operate and manage transfer agency (TA) activities to ensure they are correct and efficient, while safeguarding the bank from potential loss. Build and maintain strong client relationships and solve issues related to system or operational procedures. Continuously improve service quality and operational efficiency, and ensure team training and development to support effective TA operations.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Ensure effective and correct operation of transfer agency (TA) activities.
  • •Foster positive client relationships.
  • •Solve problems related to system or operational procedures.
  • •Improve standard of service and operational efficiency.
  • •Ensure staff receive adequate training and development opportunities.

Key Requirements

  • •Bachelor’s degree or above in a business-related major.
  • •Extensive knowledge and experience with transfer agency operations and systems.
  • •Strong English communication skills (writing and speaking).
  • •Ability to communicate and manage effectively.
  • •Hold required licenses/qualifications for trust and relevant internal control/audit exams.
Experience:Financial servicesInvestment managementSecurities servicesFund administration
Education:Bachelor's in business-related
Skills:CommunicationManagementProblem-solvingClient relationship management
Licenses:信託業管理人員 (Trust Level 3)
Certifications:GPAD covered銀行內部控制與內部稽核測驗金融市場常識與職業道德
Languages:EnglishChinese

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn