Restricted Transfer Client Specialist

About the role

This is a hybrid position primarily based in Louisville, KY. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week.

Responsibilities

• Review and understand Restricted Transfer transactions and necessary requirements to resolve deficient transactions.
• Communicate directly with the issuer or issuer/shareholder counsel to resolve/obtain deficient legal requirements to process transactions quickly and accurately.
• Troubleshoot and educate Issuer and Issuer/Shareholder Counsel on requirements necessary to transact Restricted Transfers.
• Maintain a positive and strong client/transfer agent relationship with the issuer.
• Consult with business unit management and personnel to identify and document business needs and objectives.
• Aid in department specific projects, which may involve collaboration with other departments or functions.

Qualifications

• Financial Services Background
• Strong written and verbal communication skills
• Excellent Reading Comprehension
• Quick learner
• Problem resolution skills
• Skills in Microsoft Excel, Word, Outlook
• Strong organization skills
• Ability to work independently, self-motivated
• Great Attention to Detail
• Good Decision Making

Benefits

• Paid parental leave
• Flexible working
• Caring and inclusive culture
• Health and wellbeing rewards
• Invest in your future with 401k matching and tax-advantaged flexible spending plans
• Income protection

Schedule

The position is a hybrid role, requiring two days a week in the office and the option to work remotely for the remaining days.

Pay

Details on pay are not specified in the job description.