Proxymity

Client Services Representative

• Be the first point of contact between our clients and the business
• Review, respond and resolve client enquiries within agreed SLA’s
• Build and maintain productive working relationships with clients and other stakeholders to build trust and foster positive collaboration
• Conduct thorough root cause analysis and query trending to identify strategic remediation actions
• Understand and track current and future workloads
• Execute daily tasks with a client focused approach
• Work in partnership with global operations and client service hubs and other internal stakeholders
• Ask questions to challenge the status quo
• Identify opportunities for process, platform and control environment improvements
• Participate in improvement projects and operational testing as necessary to support the change agenda
• Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation
• Proactively seek opportunities for self-improvement
• Understand the goals and objectives of the team, ensuring personal contributions and work execution align
• Assist with the training of new employees to the team
• Create a culture of inclusion and belonging, leading by example
• Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner
• Be an ambassador for the team, Client Services and Proxymity, always

Client Service Associate

Operations

• Complete Proxy Voting processes, including task verification, and control activities in line with procedures and policies
• Ensure Proxy Voting assigned queries are managed in accordance with agreed KPIs
• Understand and track current and future workloads and prepare appropriate plans to ensure balanced assignment across the team
• Adapt and assign resources appropriately to manage daily workloads
• Ensure all team members are adequately trained to complete assigned functions and tasks
• Execute daily tasks with a client focused approach
• Work in partnership with global operations hubs and other internal stakeholders
• Ask questions to challenge the status quo
• Identify opportunities for process, platform and control environment improvements
• Organise and monitor operational participation and engagement with the change agenda
• Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation
• Day to day management of team workloads and priorities
• Act as point of contact for the team to internal / external partners and stakeholders
• Proactively seek opportunities for self-improvement and provide feedback to the ongoing development of team members
• Provide cover for the Team Lead as necessary and assist with administrative managerial duties
• Actively work within the team to ensure goals and targets are met or exceeded
• Assist with the hiring and training of new employees to the team
• Create a culture of inclusion and belonging, leading by example
• Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner
• Be an ambassador for the team, Operations and Proxymity, always

Senior Operations Associate, Proxy Voting

• Complete Proxy Voting processes and control activities in line with procedures and policies
• Ensure Proxy Voting assigned queries are managed in accordance with agreed KPIs
• Understand and track current and future workloads
• Execute daily tasks with a client focused approach
• Work in partnership with global operations hubs and other internal stakeholders
• Ask questions to challenge the status quo
• Identify opportunities for process, platform and control environment improvements
• Participate in improvement projects and operational testing as necessary to support the change agenda
• Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation
• Proactively seek opportunities for self-improvement
• Understand the goals and objectives of the team, ensuring personal contributions and work execution align
• Assist with the training of new employees to the team
• Create a culture of inclusion and belonging, leading by example
• Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner
• Be an ambassador for the team, Operations and Proxymity, always

Operations Associate, Proxy Voting

• - Complete Disclosure processes and control activities in line with procedures and policies
• - Ensure Disclosure assigned queries are managed in accordance with agreed KPIs
• - Understand and track current and future workloads
• - Execute daily tasks with a client focused approach
• - Ask questions to challenge the status quo
• - Identify opportunities for process, platform and control environment improvements
• - Participate in improvement projects and operational testing as necessary to support the change agenda
• - Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation
• - Proactively seek opportunities for self-improvement
• - Understand the goals and objectives of the team, ensuring personal contributions and work execution align
• - Assist with the training of new employees to the team
• - Create a culture of inclusion and belonging, leading by example
• - Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner
• - Be an ambassador for the team, Operations and Proxymity, always

Operations Associate – Shareholder Disclosure

• - Ensure the completion of Proxy Voting processes, and control activities, in line with procedures and policies
• - Oversight of processing checklist completion on a daily basis
• - Oversight and monitoring of Proxy Voting assigned queries to ensure clearance in accordance with agreed KPIs
• - Understand and track current and future workloads and prepare appropriate plans to ensure balanced assignment across the team
• - Adapt and assign resources appropriately to manage daily and forecast workloads
• - Proactively monitor team capabilities and plan for remediation of identified gaps in knowledge
• - Work in partnership with global operations hubs and other internal stakeholders
• - Execute daily tasks with a client focused approach
• - Ask questions to challenge the status quo
• - Identify opportunities for process, platform and control environment improvements
• - Liaise across the company to coordinate operational participation and engagement with the change agenda
• - Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation
• - Oversee the day-to-day management of team workloads and priorities
• - Act as point of contact for the team to internal / external partners and stakeholders
• - Continuously develop team members through structured appraisals, training and ongoing feedback
• - Maintain clear communication channels in to and out of the team
• - Provide cover for the Team Manager as necessary
• - Execute administrative managerial duties on a timely and efficient basis
• - Ensure that the team are aware of, understand, and operate in a way to achieve, its goals and objectives
• - Ensure that the goals of the team align with those of the department and the company
• - Lead the hiring and training of new employees to the team
• - Produce management information metrics to support performance monitoring
• - Create a culture of inclusion and belonging, leading by example
• - Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner
• - Be an ambassador for the team, Operations and Proxymity, always

Client Service Associate

Senior Operations Associate, Proxy Voting

Operations Associate, Proxy Voting

Operations Associate – Shareholder Disclosure

Operations Team Lead, Proxy Voting