Senior Specialist, Investor Services Operations

Job description

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.