Senior Specialist, Investor Services Operations

About the role

This role is located in Boston, MA. In-office requirement is four days.

Responsibilities

• 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 by resolving escalated issues.
• Conducts reviews of processes and procedures to reduce risk, enhance efficiency, and make recommendations for modification to improve productivity.

Qualifications

• 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.

Skills

• Applies key controls/processes to identify potential risk and analyzes business data to identify trends to mitigate risk or enhance client relationships.
• Provides guidance to less experienced team members as needed and contributes to the achievement of team objectives.