Transfer Agency Oversight Specialist

Lord Abbett•Jersey City, NJ

About The Position

The Role We are seeking an Operations Specialist to support and oversee the day-to-day servicing and operational performance of our fund transfer agents (BBH, BNY and State Street). This role will focus on operational oversight, issue resolution, reporting, and control monitoring, working closely with internal stakeholders and external service providers to ensure accurate, timely, and compliant shareholder servicing. The ideal candidate has strong attention to detail, excellent communication skills, and the ability to work cross‑functionally across Operations, Compliance, Marketing, and Sales.

Requirements

2+ years of experience in mutual fund operations, transfer agency operations, securities operations, or related financial services roles
Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field preferred
Working knowledge of mutual fund shareholder servicing, transaction processing, or transfer agency workflows strongly preferred
Experience interacting with third-party service providers (transfer agents, custodians, fund accountants, etc.) a plus
Proficiency in Microsoft Excel (pivot tables, formulas, data analysis)
Experience working with operational systems, reporting tools, or recordkeeping platforms
Strong analytical skills with a high level of attention to detail
Comfortable managing multiple priorities in a deadline-driven environment

Responsibilities

Provide ongoing oversight of third-party transfer agent operations, including monitoring service levels, controls, and issue resolution
Review and analyze daily, monthly, and ad hoc operational reports related to shareholder activity, transactions, and servicing metrics
Investigate and resolve operational exceptions, discrepancies, and servicing inquiries in coordination with the transfer agent and internal teams
Support reconciliations, operational controls, and escalation of identified risks or trends
Participate in service provider reviews, audits, and due diligence activities
Assist with process improvements, documentation, and operational enhancements
Collaborate with Legal, Compliance, Accounting, Marketing, and other internal stakeholders
Support special projects related to fund launches, conversions, regulatory changes, and vendor initiatives
Provide elevated servicing and operational support to key financial professionals and partner relationships
Support Sales by responding to client and prospect servicing questions and escalating issues as needed
Review and approve client-facing statement messages, forms, and operational materials in partnership with Marketing