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About the Role

This role sits within the Client Operations Oversight Team, part of the wider Client Operations Team. You will be responsible for overseeing the performance of outsourced services and the direct performance of certain processes retained within Jupiter, while ensuring that robust controls are maintained supporting Jupiter in meeting its risk and regulatory obligations whilst achieving its commercial objectives. This is a 12 month FTC to cover specific project work.

Responsibilities

Complete control activities for Transfer Agency (TA) functions in the UK, Ireland, and Luxembourg, ensuring remedial action and effective supplier oversight.
Review and maintain procedures relevant to the team's processes.
Complete and coordinate resolution of internal error reporting, identifying process improvements.
Review TA referral KPIs, identifying trends and areas for improvement.
Manage the Dormant Assets process, ensuring all efforts are made to repatriate clients with their accounts.
Be involved with CASS activities and oversight for the TA function, reporting concerns to the CASS oversight Manager.
Coordinate monthly operational service review meetings with TA providers, ensuring minutes are taken and actions are progressed.
Maintain issues logs for suppliers, ensuring prompt resolution of all issues.
Complete monthly oversight of TA-produced Rebate accrual and payment files.
Handle internal and external rebate queries in a timely manner.

Requirements

Proven experience in a financial services customer services administration role.
Proven experience developing and managing relationships with internal contacts, external suppliers, and clients.
Proven experience working to tight and moving deadlines within a pressurized environment.
Strong analytical skills.
Ability to work as part of a team to meet common objectives.
Good working knowledge of TA systems.
Good working knowledge of Unit Trust, ICVC, and SICAV processes and the regulatory environment.
Good working knowledge of Onshore and Offshore Investment products and regulatory environments, including CASS and AML/KYC.
Ability to identify process and service improvements.
Ability to investigate issues and proactively problem-solve.
Strong written and verbal communication skills.
A flexible and team-oriented approach to work.
Intermediate Word and Excel skills.
Ability to manage the expectations of others.
This role is subject to the Conduct Rules set by the FCA.

Skills

Transfer Agency (TA) functions
Supplier oversight
Procedure review and maintenance
Error reporting and process improvement
KPI analysis
Dormant Assets management
CASS activities
Operational service reviews
Issue log maintenance
Rebate accrual and payment oversight
Rebate query handling
Financial services customer service administration
Relationship management
Analytical skills
Teamwork
TA systems
Unit Trust, ICVC, and SICAV processes
Onshore and Offshore Investment products
CASS
AML/KYC
Process improvement identification
Problem-solving
Written communication
Verbal communication
Flexibility
Team orientation
Microsoft Word (Intermediate)
Microsoft Excel (Intermediate)
Expectation management

Location

London

Work Type

Hybrid (3:2 arrangement: Tuesdays, Thursdays, and one additional day in office; remaining days remote)

Experience Level

12 month FTC

About the Company

Jupiter is one of the UK’s leading investment management companies with just under 500 employees and £54 billion worth of assets under management (as at 31st December 2025).
Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds.
Jupiter has experienced a period of international growth with offices open in EMEA and APAC.
The London office is located near Victoria station and offers amenities such as natural light, private balconies, a table tennis room, cycle storage, and on-site shower and locker facilities.
The office location provides easy access to Green Park and St James' Park.
Our high-conviction investment approach is fundamental to the way we think and work.
We positively impact our clients.
We are team players and success is only possible if we work together.
We respect and celebrate different perspectives and experiences.
We are tenacious and create an environment where everyone can do meaningful work.
We are agile, brave, and work fast.
We take accountability and always look for ways to drive greater value for our clients.
We continuously improve and seek to innovate.
We embrace change and challenge convention.
We are proud of our journey so far and continually try to find better ways to work and share lessons learned.
At Jupiter, we unlock your potential so our clients can achieve theirs.

Equal Opportunity

At Jupiter we are dedicated to building a diverse and inclusive workplace.
If you are interested in this role, but don’t think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.