Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid

What You'll Do

• Process Transfers & Account Updates: Review and validate physical certificates and documentation to complete ownership transfers, issue new certificates, and update account details in our system.
• Ensure Accuracy & Compliance: Follow established checklists and controls to meet regulatory requirements, SLAs, and internal standards.
• Collaborate Across Teams: Work closely with clients and stakeholders to clarify information and resolve discrepancies.
• Disbursements & Adjustments: Support wire transfers, check disbursements, and trust-to-trust transfers; assist with bond adjustments and wire instruction updates when needed.
• Manage Workflow & Priorities: Monitor cases in our workflow system, prioritize based on deadlines, and ensure timely progress.
• Customer Interaction: Respond to inquiries primarily via email (with occasional phone calls) to provide updates and resolve issues professionally.
• Continuous Improvement: Identify opportunities to streamline processes and enhance operational efficiency.

What a Day Typically Looks Like

• Start by reviewing your workflow queue for pending transfers requests, prioritize based on payment dates or SLAs, and conduct initial document reviews.
• If documentation is incomplete, initiate follow-up.
• When capacity allows, assist with cross-training tasks or projects assigned.
• Expect occasional problem-solving, such as verifying original signatures or authenticating bond documents.

Education And Experience Required

• Associate's degree, or equivalent work experience
• 2+ years' relevant work experience