Technical Coordinator, Transfer Agency (Fund Service Centre)
Core
Technical Coordinator supporting the Fund Service Centre by handling complex investor queries, monitoring workflows, and providing operational coordination and coaching.
Role type
Senior IC operational coordinator (financial services)
Builds
Investor servicing functions including dealing, registration, settlements, distributions, and statements
Domain
Financial Services / Wealth Management / Asset Servicing
Required skills
Transfer Agency operations, investor services, MS Dynamics, workflow monitoring, quality control, complaint handling, fraud awareness, operational controls, stakeholder coordination, team coaching
Preferred skills
Telephony systems, case management tools, data analysis, process improvement, change management
Technologies
MS Dynamics, telephony systems, workflow reporting tools
Responsibilities
Support Team Leader with day-to-day coordination and deputize when required; Act as subject matter expert for complex, sensitive, high-risk, or aged investor queries; Monitor workflow across telephony, email, and written channels; Provide hands-on support during peak periods and emerging backlogs; Mentor and coach partners through side-by-side support and quality feedback; Support Quality function in reviewing outcomes and implementing improvements; Ensure operational controls are followed including authentication and escalation protocols; Coordinate with specialist teams on escalated queries; Contribute to procedure reviews and knowledge articles; Support operational change by testing new processes.
Seniority
Senior, hands-on IC