About The Position
Conducts, analyzes, and reports on transfer agency operations activities for clients of moderate complexity. Leads client onboarding and internal conversions, conducts key metric reporting, and consults on daily Transfer Agency processes. Assists management with day-to-day business operations and resolves escalated issues. Reviews processes and procedures to reduce risk and enhance efficiency, and recommends modifications to improve productivity. This role has no direct reports, but provides guidance to less experienced team members as needed and contributes to team objectives.
Requirements
- Bachelor's degree or an equivalent combination of education and experience is required.
- Apply key controls and processes to identify potential risk.
Nice To Haves
- 3–5 years of total work experience preferred.
- Experience in transfer agency operations preferred.
Responsibilities
- Conduct, analyze, and report on transfer agency operations activities for clients of moderate complexity.
- Lead client onboarding and internal conversions.
- Conduct key metric reporting and consult on daily Transfer Agency processes.
- Assist management with day-to-day business operations and resolve escalated issues.
- Review processes and procedures to reduce risk and enhance efficiency.
- Recommend process and procedure modifications to improve productivity.
- Provide guidance to less experienced team members as needed.
- Contribute to the achievement of team objectives.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
