Transfer Agency Centralized Alternatives, Senior Associate
Core
Operational lead for Alternative clients managing workflows, client relationships, and Service Level Agreements within a Transfer Agency environment.
Role type
Senior Associate, Transfer Agency Operations
Builds
Operational workflows and client service delivery for alternative investment clients
Domain
Financial Services / Asset Servicing
Deliverable
client delivery
Required skills
Mutual fund operations, workflow management, client relationship management, KPI tracking, SLA management, MS Office proficiency
Preferred skills
Financial services experience, operational focus, analytical skills, time management
Responsibilities
Serve as operational lead for Alternative clients; manage day-to-day operations and workflows; develop and maintain strong client relationships; manage client Service Level Agreements; manage internal and external KPIs
Seniority
Mid-level individual contributor with supervisory responsibilities