Investor services officer, Operations

1 month ago

Stockholm, Sweden ROYC Group Full time

About ROYC

ROYC is a digital investment platform, connecting wealth managers, family offices and financial advisors with the best investment opportunities in private markets.

At ROYC, we are committed to an inclusive and dynamic work environment, where you will have the opportunity to collaborate with a talented team of professionals who are pushing the boundaries of the wealth-tech industry. Our flat decision-making structure and high-ambition approach ensure that you will have the freedom and support to bring your ideas to life and make a tangible impact on our platform.

Our team is composed of a diverse and international group of individuals who bring creativity, energy and excellence to every situation. We offer a fun and dynamic start-up atmosphere, paired with the resources and stability of a mature organisation, allowing for a rapid path from concept to implementation. We believe in a healthy work-life balance, and as such, we offer flexible work arrangements and wellness allowances to support our employees.

Role Purpose

 

The role of the Investor services officer is to provide various services to investors, such as managing accounts, assisting with onboarding and transactions, and answering inquiries. This includes liaison with third parties as required (external administrators, depository, etc). The role will also include providing business partnering to the ROYC sales team as well as the tech team.

Role Description

 

  • Working closely with and providing support to the Head of Investor Services and Sales team.
  • Oversee and support with investor onboarding, transactions, and inquiries, ensuring accuracy and compliance with regulatory requirements.
  • Oversight of third-party providers. Taking responsibility for day-to-day aspects of the relationship with external fund administrators, distribution partners and other third parties, including escalation of service issues.
  • Adhere to all processing procedures and controls and improve processes and standards throughout the investment organisation based on internal and external feedback.
  • Identification and implementation of efficient and value add operational processes
  • Ticket handling via our CRM system Hubspot and follow up with the Tech team
  • Determine and oversee change/projects related to onboarding, fund operations, including liaison with the tech team to develop, build on and improve the ROYC investor portal

Key Competencies and Skills

Problem-solving skills: The ability to identify, analyse, and resolve customer issues effectively and efficiently

Communication skills: The ability to express yourself clearly and professionally, both verbally and in writing

Teamwork skills: The ability to collaborate and cooperate with your colleagues, managers, and other departments to deliver the best possible customer experience

Time management skills: The ability to prioritise, organise, and complete your tasks within deadlines and without compromising quality

Customer feedback skills: The ability to solicit, receive, and act on customer feedback to improve our service and customer satisfaction levels

Attention to detail: The ability to take a thorough approach when dealing with clients in order to meet client needs

Responsibility: Ability to demonstrate strong work ethic and takes initiative to meet clients needs create value for the client

Tenacity: Ability to cope well with high volumes of work and thrives in a fast-paced work environment

Preferred profile

  • Recent experience of private equity or venture capital either for an investment firm or fund administrator.
  • Strong understanding of investor due diligence requirements, investment products, and fund structures within the private markets.
  • Good organizational and administration skills with high attention to detail.
  • Strong interpersonal skills.
  • Strong oral and written communication skills. Preferably English and French
  • Excellent client service skills
  • Driven and intellectually curious, having an ambition to play a key role in building a market leading solution in the private markets.

 

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