TransferAgentOperationsSpecialist(GlobalCapitalMarketsSupportServices)

**Overview:** Join our Shared Services team as a Transfer Agent Operations Specialist. In this role, you'll play a critical part in supporting complex financial transactions by ensuring accurate processing of bondholder transfers, account updates, and payments. You'll work in a fast-paced, high-volume environment where attention to detail and strong problem-solving skills are key. **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 expe