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, 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.

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

• Bachelor's 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.
• Provides guidance to less experienced team members as needed.