Our Shared Services Team
Financial Services
TransferAgentOperationsSpecialist(GlobalCapitalMarketsSupportServices)
“Transfer Agent Operations Specialist (Global Capital Markets Support Services) at Our Shared Services Team. Skills: Transfer processing, Account updates, Payment processing. Process ownership transfers. Update account details”
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
Associate's degree or equivalent work experience, 2+ years relevant work experience, Proficient in data entry, Proficient in Microsoft Excel, Quick learner for new tools
Nice to Have
Financial Services Knowledge
What You'll Do.
Process ownership transfers
Update account details
Issue new certificates
Meet regulatory requirements
Meet internal standards
Clarify information with clients
Resolve discrepancies with clients
Support wire transfers
Support check disbursements
Assist with bond adjustments
Update wire instructions
Monitor workflow system cases
Prioritize workflow cases
Ensure timely progress
Respond to inquiries via email
Respond to inquiries via phone
Provide status updates
Resolve client issues
Identify process streamlining opportunities
Enhance operational efficiency
Review pending transfer requests
Prioritize based on payment dates
Prioritize based on SLAs
Conduct initial document reviews
Initiate follow-up for incomplete documentation
Assist with cross-training tasks
Assist with assigned projects
Verify original signatures
Authenticate bond documents
How You'll Work.
Team & Collaboration
Collaborate across teams; Work with clients; Work with stakeholders; Work with internal partners
Communication Scope
Respond professionally
Applying for this Transfer Agent Operations Specialist (Global Capital Markets Support Services) role?
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