We’re seeking a future team member for the role of Senior Specialist to join our Investor Services Operations team. This role is located in Lake Mary, FL.
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 and applying key controls/processes to identify potential risk.
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.
- Leads project management of an initiative and/or onboarding new clients, develops relationships with technology and line of business teams as Subject Matter Experts to develop business requirements and test development, analyzes business data to identify trends to mitigate risk or enhance client relationships, identifies new products/services to increase revenue, and participates in client engagement regarding new products, services, or key business changes.