Senior Specialist, Investor Services Operations

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, Florida.

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.


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  Conducts review processes and procedures to reduce risk and enhance efficiency and makes recommendations for modification to improve productivity.

  
  

   

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.


• Provides guidance to less experienced team members as needed.