Technical Coordinator, Transfer Agency (Fund Service Centre)
Core
Technical Coordinator supporting the Fund Service Centre by handling complex investor queries, monitoring workflows, and ensuring operational controls in a Transfer Agency environment.
Role type
Senior IC Technical Coordinator (Investor 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, case management, workflow monitoring, quality control, complaint handling, operational controls, stakeholder coordination, data analysis, telephony systems
Preferred skills
MS Dynamics, fraud detection, AML procedures, cross-location collaboration, process improvement
Technologies
MS Dynamics, telephony systems, case management tools
Responsibilities
Deputize for Team Leader in daily coordination, act as SME for high-risk queries, monitor workflow and queue positions, provide hands-on support during peak periods, mentor and coach partners, review quality outcomes and implement improvements, escalate complaints and incidents, contribute to procedure reviews and knowledge articles, support operational change testing, represent FSC at operational meetings
Seniority
Senior, hands-on IC with mentorship responsibilities