Senior Specialist, Investor Services Operations

In this role, you’ll make an impact in the following ways:

• 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 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.

 

To be successful in this role, we’re seeking the following:

• Bachelors degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Experience in transfer agency operations preferred.
• Applies key controls/processes to identify potential risk.
• No direct reports; provides guidance to less experienced team members as needed and contributes to the achievement of team objectives.