Associate, Share Plans Advisory - Gresham, United Kingdom - Link Fund Solutions

Link Fund Solutions
Link Fund Solutions
Verified Company
Gresham, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Overview Supporting Executives in providing expert day-to-day advice to clients in connection with the full portfolio of on-boarding new clients and share plan events. Helping to develop and maintain relationship with clients and their advisers and communicatingdesires of clients to operational teams and to ensure understanding of the clients' challenges and goals. Supporting the expansion and implementation of new initiatives and services to meet future needs of Link and its clients.


Key Accountabilities and main responsibilities
Strategic Focus

  • Helping to develop and maintain strategic relationships
  • Providing help and guidance to clients on products
  • Project manage the delivery of key Share Plan Events
Operational Management

  • Maintaining technical and business expertise to identify and respond to changing market trends in order to sustain enhanced levels of service
  • Escalating client concerns and ensuring they are resolved swiftly
  • Supporting visits to clients to provide onetoone service
  • Reviewing draft documents
  • Drafting and overseeing preparation and mailing of shareholder/employee invitation or event documents
  • Communicating event parameters to key business areas
  • Suggesting possible improvements to services provided
  • Ensuring management information records are maintained
  • Supporting client feedback surveys
  • Supporting as required the Client Business Management risk review process
Governance & Risk

  • Ensuring compliance with any regulatory or statutory requirements, industry codes and practices
  • Ensuring adherence to Link Group information security and other core policies and standards
  • Reviewing local procedures to ensure that continuous improvements are achieved, risk minimised, changing business/industry trends followed and regulatory compliance

Experience & Personal Attributes

  • Minimum of two years' experience in Share Registration / Share Plans or another Financial Services sector
  • Excellent interpersonal skills
  • Strong customer service ethic
  • Good communication skills
  • Proactive and highly selfmotivated
  • Active listening
  • Work well in a team setting
  • Problem solving and complaints handling
  • Good negotiation skills
  • Ability to explain complex information in simple terms
  • Ideally experience in the use of MSL, PRISM, shareMASTER and OPTIONSmanager
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