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 on daily Transfer Agency processes. • Assists management in the day to day operations of the business resolving escalated issues. • 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: • Bachelors 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. • Applies key controls/processes to identify potential risk. • No direct reports; provides guidance to less experienced team members as needed and contributes to the achievement of team objectives.