Job Description
A. Business / Management Activity
Operations
- Attend to stakeholders enquiries and process all submitted documents relating to shareholder services
- Receive, check, sort, record and process all documents received from shareholder(s) or lodging agent(s) in accordance with the necessary procedures
- Acknowledge and issue receipt(s) to shareholder(s) or lodging agent(s)
- Ensure documents and forms are replenished
- Promptly, accurately, professionally and courteously receive all telephone calls and enquiries and direct and/or relay and record messages accordingly
- Process corporate actions, transfers, replacement cheques / certificates, proxy votes, and any other client / shareholders' instructions
- Support client Shareholders' Meetings - registration and polling services
- Proactive participation in projects
- Proactive participation in User Acceptance Tests
- Proactive updating of clients' information in the appropriate systems
Client Servicing
- Know Your Client by developing an in-depth knowledge of their industry and key contacts
- Develop effective and differentiating servicing techniques that will serve to set us apart in the market and to build and maintain client loyalty
- Proactively contact and communicate with clients regarding needs, experience and preferences according to a predetermined program. File all correspondences.
- Identify opportunities to provide value added services to clients
- Follow and be aware the importance of:meeting current Service Level Agreements (SLAs),
minimising operational risk,
resolving queries and complaints are efficiently and effectively with the necessary planning, and
completing training to facilitate changes to the current environment, new clients and improvements to the service delivery for existing clients - Escalate problems, errors and omissions to be dealt with immediately and in the most appropriate manner
- Coordinate the change of current business processes, procedures, and external party interactions to facilitate the requirements of new clients. This will involve interaction directly with clients and other Boardroom entities
- Assist Senior Manager / Manager with the communication to all stakeholders at every level internally and externally
- Assist in following up on outstanding and doubtful debts
B. Function - Specific Activity
- Carry out any other duties / projects that may from time to time be assigned by Managers / Senior Managers / Director
C. People Management Activity
- Work in collaboration with SRS colleagues to meet client requirements
Requirements
- Two to three years experience in Share Registry and/or Client Services
- A level / Diploma / Degree from a reputable institution
- You might be required to travel based on business requirements
- Ability to work in harmony with co-workers
- Drive for results
- Determination and persistence
- Eager and willing to strengthen knowledge base and skills
- Flexible, honest and loyal
- Strong business acumen
- Technical competency
- Work ethics
- Resourceful, meticulous and detailed
- Positive disposition and can-do attitude
