Fund Servicing Specialist IV

Make an impact on how funds are serviced—every day. In this role, you will help deliver accurate, timely fund servicing while partnering with internal teams, external vendors, and consultants. You will contribute to continuous improvement, helping us strengthen the efficiency and resilience of our operating platform. If you enjoy solving problems, collaborating across stakeholders, and improving how work gets done, this opportunity is built for you. Join us and help shape an exceptional client experience.

As a Fund Servicing Specialist IV in Fund Servicing Operations, you will help execute and support fund servicing activities while improving processes that enhance the client experience. You will work closely with partners across the business as well as external vendors and consultants to identify issues, resolve them, and reduce repeat occurrences. You will use thoughtful listening and questions to understand what clients and stakeholders need, then translate that into clear actions and solutions. You will also help us protect our clients and our operations by consistently following cybersecurity and anti-fraud practices.

Job responsibilities

• Execute routine fund servicing transactions in line with established procedures and controls.
• Resolve low-complexity, non-routine servicing items using policy, process knowledge, and good judgment.
• Escalate risks, breaks, and issues promptly with clear documentation and recommended next steps.
• Collaborate with internal partners to coordinate inputs, dependencies, and end-to-end servicing outcomes.
• Partner with external vendors and consultants to support day-to-day servicing needs and issue resolution.
• Analyze process gaps and recurring issues to identify practical improvements and reduce rework.
• Apply active listening and targeted questions to understand client needs and deliver appropriate solutions.
• Document actions, outcomes, and learnings to support transparency, audit readiness, and continuity.
• Follow cybersecurity, data protection, and anti-fraud practices to help safeguard clients and the firm.
• Contribute ideas that improve efficiency, scalability, and resilience using innovation and design-thinking approaches.
• Support team goals by balancing quality, timeliness, and stakeholder communication.

Required qualifications, capabilities, and skills

• Experience in fund servicing operations with understanding of related processes, policies, and procedures.
• Ability to execute transactional work with attention to detail and a focus on accuracy and timeliness.
• Demonstrated skill in identifying issues, performing basic analysis, and driving items to resolution.
• Proficiency in active listening and asking effective questions to clarify needs and requirements.
• Clear written and verbal communication skills, including the ability to document work and outcomes.
• Ability to collaborate effectively with cross-functional partners and external stakeholders.
• Comfort operating within defined controls and escalating issues appropriately.
• Working knowledge of cybersecurity and anti-fraud practices applicable to day-to-day operations.
• Ability to prioritize tasks, manage deadlines, and handle multiple requests in a fast-paced environment.
• Continuous-improvement mindset with willingness to learn and apply new ways of working.

Preferred qualifications, capabilities, and skills

• Experience supporting process improvement efforts (for example, root-cause analysis, error reduction, or workflow optimization).
• Exposure to innovation or design-thinking methods used to improve operational processes.
• Experience coordinating with third-party vendors to resolve operational issues or service requests.
• Familiarity with fund servicing controls, risk management expectations, and audit-ready documentation.
• Ability to translate stakeholder needs into clear requirements and action plans.
• Experience contributing to team knowledge-sharing (for example, job aids, runbooks, or training materials).
• Strong stakeholder management skills across multiple teams and priorities.