Senior Specialist, Investor Services Operations
About The Position
We’re seeking a future team member for the role of Senior Specialist to join our Investor Services Operations team. In this role, you’ll make an impact by conducting, analyzing, and reporting on transfer agency operations activities for clients of moderate complexity. You will lead client onboarding and internal conversions, conduct key metric reporting and consulting, and provide oversight to daily Transfer Agency processes. You will also assist management in the day-to-day operations of the business, resolving escalated issues. Additionally, you will conduct review processes and procedures to reduce risk and enhance efficiency and make recommendations for modification to improve productivity.
Requirements
- Bachelor's degree or the equivalent combination of education and experience is required.
- Provides guidance to less experienced team members as needed.
Nice To Haves
- 3-5 years of total work experience preferred.
- Experience in transfer agency operations preferred.
Responsibilities
- 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, providing oversight to daily Transfer Agency processes.
- Assists management in the day to day operations of the business, resolving escalated issues.
- Conducts review processes and procedures to reduce risk and enhance efficiency and makes recommendations for modification to improve productivity.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- Medical insurance
- Dental insurance
- Vision insurance
- Basic life insurance
- Vacation
- Sick time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
