Transfer Agency Team Leader - Alternatives

Brown Brothers Harriman & Co • Boston, MA

3d

About The Position

As a Team Leader within our Transfer Agency division, you will be responsible for the day to day oversight and management of the Transaction Processing Team and maintaining a high standard of client service. To be successful in this role, you must have strong people management and mentoring skills, be detailed-oriented and demonstrate an ability to influence at all levels.

Requirements

• Bachelor’s degree or equivalent work experience required.
• 5+ years of relevant work experience, including Transfer Agency/Alternative Investments experience
• Experience working in a client servicing focused work environment
• Proven ability in people management, and ability to delegate and to gain the commitment among team members
• Experience in planning, initiating and following through to meet objectives
• Ability to coordinate across departments/functions when needed to handle specific client requests
• Ability to identify, recommend and implement improvements to existing processes
• Attention to detail and proven ability to handle complexity
• Ability to work effectively under pressure and demonstrate initiative
• Proven ability to communicate effectively both verbally and in writing
• Proven ability to adapt to change and problem solving
• Good knowledge of standard Office applications (Word, Excel and PowerPoint)

Responsibilities

• Oversee the day-to-day activities of the department
• Validate and approve transfer agency transactions
• Effectively handle special processing situations that require oversight or manual intervention
• Work with Supervisors to establish weekly rotation that allocates tasks according to the skill set and deadlines within the team
• Review and discuss with the Manager any issues requiring escalation
• Ensure that policies and procedures are adhered to on a daily basis
• Oversee all internal or external audits and ensure a clean report is received
• Establish, together with the Manager service standards and procedures for the department
• Implement KPIs to determine the team's performance in meeting these service standards
• Establish effective internal and external network
• Establish strong vertical and horizontal relationships within the department, BBH and clients
• Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business such as new funds or share classes
• Work with Senior Management and Risk to manage controls efficiently to alleviate any potential risk areas
• Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations
• Responsible for instituting and reporting on measures to determine the team's performance in meeting these standards
• Conduct bi-annual performance appraisals and provide regular feedback based on goals for direct reports
• Participate in the interview and selection process for job applicants, assist new staff members in learning job specific tasks
• Organize and perform the cross-training of staff on all aspects of Transfer Agency Data and Transaction Processing functions to develop depth and breadth of knowledge
• Work with his management to address the training needs of the group (including the industry specific topics)
• Establish successful level of synergy within the department
• Minimize overtime and implement additional efficiencies as automation projects are completed
• Develop training plans for all staff members and ensure that mid to long term career plans are in place for all staff members
• Ensure succession planning and coverage at all times

Benefits

• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others
• Discretionary bonuses
• Profit-sharing
• Long-term savings
• Healthcare
• Income protection
• Professional development opportunities
• Time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level