Manager of Investor Services Job at Robert Half (Glendale)

Business Office Head

The Business Office Head within Investor Services Operations at Citi Service Cen...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

English and Polish are a must
5-7 years of relevant experience, preferably in the Financial Services environment
Knowledge of Fund and Custody Products desired
Demonstrable ability to interact with senior management
Strong numerical, logical and analytical skills
Good organizational skills with the ability to work under pressure and prioritize
Effective communication skills
Positive and dynamic attitude to work

Job Responsibility

Act as a primary liaison between the Investor Services Poland Site Head and the broader management team
Provide comprehensive support for communications, monitoring, reporting, people strategy
Develop and maintain standard presentation materials
Assist the Global Business Office with critical activities such as headcount activity tracking and analysis
Oversee the administration & executive support and training teams
Coordinate the production of all necessary submissions for the business review decks
Participate in and influence management discussions
Lead the business communications strategy
Manage and address ad-hoc queries from senior management

What we offer

Competitive salary connected with annual salary review and discretionary annual performance bonus
Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)
Hybrid model of work
Flexible working hours
Working in a friendly, dynamic, supportive and diverse environment
Structured onboarding process and extensive training offering
Unlimited development opportunities within Citi global network
Exposure to a wide range of internal stakeholders as well as to senior management

Fulltime

CitiService Senior Analyst

We are in the process of establishing a new CitiService function as part of the ...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent (Finance, Accounting, Math, or Management preferred)
Extensive experience in global financial institutions, preferably in Securities Services Operations and/or a similar position with strong client focus
Proven senior business analytics capability with excellent end-to-end operational process understanding
Proven ability to drive change in complex, dynamic environments
Track record handling complex/sensitive situations, including risk identification/remediation
Exceptional written/verbal communication, able to influence senior levels
Self-reliant, results-oriented problem solver
Strong organizational/project management skills
performs effectively under pressure, prioritizes deadlines
Experience collaborating with regulatory bodies, internal/external auditors

Job Responsibility

Support client Operational and Onboarding needs spanning all Products within the Issuer and Investor Services business relating to Fund Accounting, Middle Office, Transfer Agency, Securities Lending, Issuer Services, and Custody
Support Luxembourg Client Implementations and Change - will be responsible for supporting core Luxembourg Client Implementations tasks (relating to originations and business growth) and delivery of client change projects in line with service strategy and initiatives
Applies strong knowledge and expertise in the products and capabilities of the Investor Services Business, including but not limited to Fund Accounting, Middle Office, Transfer Agency, Trade Settlements, Asset Servicing, Cash/FX, Tax Operations, and Lending
Manage client inquiries, ensuring timely responses and escalation of critical issues
Proactively manage client expectations with transparent communication and realistic resolution timelines
Act as a Subject Matter Expert (SME), providing authoritative guidance and innovative solutions
Support timely task completion and prevent SLA breaches
Accountable for remediating aged queries and enhancing client satisfaction
Participate in Client meetings and calls with business partners – Service Reviews, Issue Logs, DDQ etc
Support review Client Scorecards/Temp checks/KPI's and own follow up of action as required

What we offer

Competitive base salary (annually reviewed)
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
Additional benefits that support you (and your family) to be well, live well and save well

Fulltime

Investor Services Manager

As a world leading provider of integrated solutions for the alternative investme...

Location

United States , Carmel

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

5+ years of relevant professional experience, managing an investor service team and client service delivery
Subject Matter Expert (SME) in various know your client (KYC) and anti-money laundering (AML) topics
Experience conducting client due diligence for client onboardings as well as periodic risk reviews
US and Cayman regulatory and compliance requirements experience
Ability to own, prioritize, and delegate tasks, work on multiple assignments, and ensure tasks are completed in a timely fashion
Expert communication skills required, externally with the client, internally with the teams, and escalating any issues or concerns to management in a timely manner
Team management experience
including hiring, training, and developing team members, and performance reviews
Proficient in Microsoft Office and software applications for data input, storage, and reporting
Management metrics reporting, and proficiency in identifying and instituting process improvements

Job Responsibility

Responsible for leading all aspects of Investor Services day-to-day processing for a key client
Manage, coordinate, and oversee a team of 3 to 5 compliance professionals, fostering a culture of compliance and ethical behavior, while delivering high quality services
Ability to foresee potential issues before they happen and take remedial action to prevent them, institute process improvements as needed
Conduct and review risk assessments to identify and mitigate potential AML/KYC risks associated with clients and transactions
Oversee the customer due diligence (CDD) and enhanced due diligence (EDD) processes, ensuring thorough and accurate documentation
Monitor and analyze transactions for suspicious activity, and escalate findings as necessary in accordance with internal protocols
Address and resolve all investor queries or issues promptly and effectively, including accelerated resolution for key investors where required
Work closely with the AD Compliance team to ensure all appropriate investor documentation is collected and processed in a timely manner, mitigating the risks of errors
Be a main point of contact for the client, their investor solutions team, and their investors
Be involved and lead recurring calls with relevant status updates on all major items

What we offer

Support for professional accreditations
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Custody Product Manager

Citi is seeking a dynamic and commercially driven Custody Product Manager to lea...

Location

Egypt , Cairo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Pogressive experience in Custody, Securities Services, Investor Services or a related financial services discipline
Demonstrated experience in product management, with a track record of successfully launching or enhancing financial products or services.
Strong understanding of custody operations, including settlement, asset servicing, corporate actions, fund administration, and sub-custody network management
Experience working across emerging markets like Egypt and Pakistan, with an understanding of the regulatory, operational and market infrastructure dynamics in those markets
Bachelor's degree in Finance, Economics, Business Administration or a related discipline — required
Master's degree / MBA — strongly preferred
Professional qualifications such securities/custody certifications are an advantage

Job Responsibility

Define, own and execute the Custody product strategy for Egypt and Pakistan, aligned with Citi's Investor Services objectives and local market dynamics
Conduct ongoing market analysis to identify growth opportunities, competitive threats, regulatory developments and emerging client needs across both markets
Develop and maintain a structured product roadmap, prioritising initiatives based on commercial impact, client’s requirements and strategic fit, as well as regulatory requirements
Act as an internal advocate for Investor Services capabilities in Egypt and Pakistan
Partner with Sales, Relationship Management and Coverage teams to orginate potentail business, develop compelling, differentiated value propositions for target client segments including Global Custodians, Broker Dealers,Central Banks, Asset Managers, Sovereign Wealth funds and Institutional Investors
Work in active partnership with the Second Line of Defense (Risk and Compliance functions) and the Third Line of Defense (Internal Audit) to proactively identify, assess and mitigate risks inherent to the Custody product across Egypt and Pakistan
Make sure that he/she is part of the established operational governance framework, and work in close collaboration with Operational partners across both markets
Ensure all product initiatives , enhancements and client solutions by the individual are subject to appropriate (GPC) processes, with full engagement from local Risk, Compliance, Legal and Operations prior to launch
Maintain a thorough and current understanding of the regulatory environment across Egypt and Pakistan, proactively assessing the impact of regulatory developments on the product suite and ensuring timely esclation, and remediation of any compliance gaps
Understand and adhere to Citi's risk management policies, escalation standards and ethical conduct expectations

Fulltime

Citiservice Funds Group Manager

We are seeking an experienced and client-focused leader at the C14 / Senior Vice...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant and senior industry experience, Funds experience as a must
Chartered Accountant / CFA / MBA
Experience within financial markets and fund accounting
Experience in financial services, client management, project management, strategic management, operational management, and resource and expense management
Experience with people management and working with multiple stakeholders
Advanced knowledge of accounting concepts, financial services, and global financial markets
Demonstrated talent assessment as well as the ability to manage client relationships

Job Responsibility

Demonstrates and applies deep expertise across the full suite of Investor Services products and capabilities, with a focus on one or more of Fund Accounting, Middle Office, Transfer Agency
Manages senior‑level institutional client relationships, acting as a strategic internal advocate and ensuring seamless, high‑quality service delivery throughout the client lifecycle
Oversees end‑to‑end service delivery, ensuring post‑sale and post‑implementation support meets agreed standards, adapts to evolving requirements, and includes effective escalation management and leadership reporting
Drives continuous improvement through regular review of processes, workflows, and controls, enhancing operational efficiency, service quality, and risk management
Owns client scorecards, KPIs, and feedback mechanisms, performing root‑cause analysis, anticipating client needs, and developing innovative solutions to prevent repeat issues
Represents Service Delivery in all client touchpoints—Service Reviews, Issue Management, partnership calls, and DDQs—ensuring clear communication and consistent follow‑through
Champions Citi Leadership Standards by developing team capabilities, ensuring cross‑coverage, fostering a proactive service culture, and strengthening collaboration with front office and operations partners
Ensures alignment between Service Delivery and Client Implementation across change events, leading operational readiness, transitions, and early‑life support, while maintaining full accountability for results, compliance, ethical judgment, and the effective use of AI tools to drive productivity and innovation

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

New

Vp, Investor Services

Location

Japan , 東京23区

Salary:

15000000.00 - 25000000.00 JPY / Year

Randstad

Expiration Date

May 20, 2027

Requirements

Fluent Japanese required, business-level English preferred
7+ years of experience within the financial services industry
Experience may come from a wide range of areas, including: fund operations, client service, distributor onboarding, fund administration, or any relevant product or investment operations team within the financial services industry

Job Responsibility

Join the world’s largest alternative asset manager with exposure to global fund onboarding and investor services across private equity, real estate, and credit products
Take ownership of cross-border projects within a fast-growing private wealth business, working closely with global investment and distribution teams
Build a highly transferable skill set in fund operations, client servicing, and project management within a top-tier international asset management platform

What we offer

健康保険
厚生年金保険
雇用保険
土曜日
日曜日
祝日

Fulltime

Program Manager, Investor Services

Alter Domus is seeking an exceptional Investor Services Program Manager to lead ...

Location

United Kingdom , London

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

10+ years in program, with at least 5 years leading large-scale Investor Services programs in financial services
Proven track record delivering complex, multi-workstream programs involving technology implementation, process Investor Services, and organizational change
Deep experience with Fenergo platform implementation, configuration, and integration
Extensive knowledge of CDD/KYC processes, regulatory requirements, and compliance frameworks
Demonstrated success leading enterprise integration initiatives connecting multiple systems and platforms
Experience managing client/investor onboarding journeys in asset management, private equity, fund administration, or banking environments
Strong understanding of integration technologies, APIs, orchestration layers, and middleware solutions
Familiarity with client portals, workflow management tools, and document management systems
Knowledge of data governance, data quality, and master data management principles
Understanding of cloud architectures and modern application development practices

Job Responsibility

Lead and own the end-to-end Investor Services program for client and investor onboarding, ensuring alignment with Alter Domus' strategic objectives
Define and articulate the program vision, roadmap, and success criteria in collaboration with C-suite and senior stakeholders
Drive the creation of a seamless, automated onboarding journey that delivers exceptional client experience while ensuring regulatory compliance
Establish and maintain program governance structures, including steering committees, RAID logs, and decision-making frameworks
Design and oversee the implementation of enterprise-grade integrations between Fenergo and the broader Alter Domus technology ecosystem
Maximize automation opportunities across the onboarding journey, eliminating manual touchpoints and reducing operational risk
Define integration architecture in collaboration with Enterprise Architecture and IT teams, ensuring scalability, resilience, and security
Ensure seamless connectivity with client/investor portals, orchestration layers, workflow engines, and document management systems
Align with relevant technology, product, and service delivery workstreams
Coordinate project managers, product owners, third-party vendors, and internal development teams

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Loan Servicing Support Specialist

URGENT contract opportunity for a highly detail-oriented Loan Servicing Support ...

Location

United States , Boise

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in loan administration, mortgage servicing, or related fields
Strong knowledge of escrow management, including tax and insurance disbursements
Proficiency in analyzing data and performing audits to identify discrepancies and improve processes
Familiarity with servicing systems, such as Black Knight or similar platforms
Excellent problem-solving skills with the ability to address borrower disputes and escrow discrepancies
Knowledge of federal and state regulations related to mortgage servicing
Strong organizational skills and attention to detail for maintaining accurate records
Ability to collaborate effectively with internal teams and external parties such as tax authorities and insurance providers

Job Responsibility

Process loan payments and manage customer accounts, ensuring all updates are accurate, timely, and compliant
Administer and analyze escrow accounts, including tax and insurance disbursements, while maintaining full regulatory compliance
Conduct detailed audits of loan and escrow records to verify proper setup, complete payment histories, and adherence to federal, state, and investor guidelines
Analyze data related to escrow shortages, overages, delinquency trends, and servicing exceptions, identifying root causes and recommending actionable solutions
Maintain precise, up-to-date loan records within Black Knight MSP, ensuring the highest level of data integrity
Investigate and resolve escrow discrepancies and borrower disputes with professionalism and accuracy
Coordinate with tax authorities, insurance carriers, and internal teams to ensure timely, accurate disbursements
Reconcile escrow accounts and support month-end reporting, balancing, and audit preparation
Ensure all servicing activities align with company policies, investor requirements, and regulatory standards
Recommend process improvements to enhance accuracy, operational efficiency, and audit readiness

What we offer

medical, vision, dental, life and disability insurance, 401(k) plan

Fulltime

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Manager of Investor Services

Job Description

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