Main responsibilities

Our client is a privately-held financial institution which has been a thought leader and a solutions provider for almost 200 years. Serving the most sophisticated individuals and institutions with award-winning expertise in Corporate Banking, Mergers & Acquisitions Advisory, Investment Management, Wealth Management and Investor Services they operate throughout North America, Europe and Asia and require a top level candidate to fill the following key position:

Transfer Agency Manager – Funds Services

With a rapidly expanding Financial Services Centre in Krakow there is need for a suitably qualified Professional to join the Transfer Agency function which is responsible for directing team resources to achieve overall client satisfaction and will be evaluated on their ability to provide client satisfaction as efficiently as possible, while mitigating operational risk.

The Role:

The TA Manager will be responsible for managing all issues associated with staff, workflow and client relationship management in Luxembourg as part of the account opening and ongoing due diligence process. The person appointed will be the principal point of contact for the TA IOB Team. This dedicated support will also be responsible for ensuring the compliance process with existing group and departmental policies and creating standards within the respective teams to enhance workflows. The role will be critical in escalation of any issues that arise from account opening as well as ongoing due diligence processes.

Key Responsibilities:

Person Specifications

CFW - Magdalena Pisarek
Magdalena Pisarek

Hi, I’m Magdalena Pisarek and I’m the person to talk to if you’re interested in this job.

Phone:+48 12 3549 468 Email:magdalenapisarek@cfw.pl Connect on:

Are you interested?

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