Vice President, Stockholder Services
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Chicago, IL 60290
Role/Accountability JLL Income Property Trust ( JLLIPT )
Ongoing management of the stockholder records, transactions, payments and reporting performed by outsourced transfer agent.
Work with cross-functional teams to establish operations between dealers, RIA, clearing and transfer agent firms.
Work with and coach one associate staff member who handles the day to day responsibilities.
Ensure our transfer agent is meeting the needs of our product and business.
Ensure DST and associate are providing the support to our wholesalers, national accounts, accounting and external firms at an acceptable level.
Identify and recommend areas where the operations of JLLIPT can be a more efficient, automated, easy-to-do business with structure.
Continually listen to what stakeholders, internally and externally, need from service/operations and implement.
Role/Accountability Global Client Account Servicing ( GCAS )
Work with and support Senior Vice President with global initiatives.
Work with and coach one associate and six decentralized team members responsible for investor reporting and onboarding, in different regions (APAC, EMEA, NA).
Support Investor Portal use in all regions.
Assist with ensuring procedures are followed in all regions for investor reporting posting, approving and security.
Ensure procedures are followed in all regions for product and investor onboarding.
Partner with owners of other systems/head of IT to ensure global alignment of data in LaSalle s critical systems.
Continually working with leaders of legal, compliance, operations, tax, sales and accounting to ensure we are improving the system to meet their business needs.
Must motivate and get results from staff with no direct reporting structure and other main job priorities.
Bachelor s degree in Business, Finance or other financial area.
Between 5-10 years full-time working experience. Financial services operations area or Investor Servicing area, preferred.
Vendor Management, preferable DST Systems, experience required.
Interpersonal skills with ability to communicate both verbally and written with internal and external customers, business partners, vendors, executive teams and boards.
Independent and strong problem-solving skills.
Initiative and confidence to make daily decisions regarding stockholder accounts and transactions.
Attention to detail and maintain a high level of accuracy.
Flexibility with tasks and responsibilities while maintaining deadlines and standards.
Ability to work well under pressure with multiple competing deadlines
JLL Is an Equal Opportunity Employer
JLL is committed to developing and maintaining a diverse workforce. JLL strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship, including recruitment, hiring, training, promotion, transfer, discipline, layoff, recall and termination without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law
Employer’s Job# REQ81008
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