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Mid-level generalist operations supervisor role with common skillset and metro appeal, increasing candidate competition.
Fund services transfer agency experience is finance-specific and less transferable across industries.
Explicit minimum experience and domain experience required but no niche certifications, so filters are moderate.
Lead and develop a team of associate level transfer agency representatives delivering mutual fund transaction processing and service excellence.
Manage day-to-day operational activities to ensure optimal team performance, compliance, and achievement of key performance measures.
Provide coaching, mentoring, and feedback to support employee retention, development, and high-quality customer service.
Bachelor's degree preferred or 2 years of related industry and leadership experience; alternatively, Master's degree with 2 years related experience or high school with 4 years related experience.
Experience in financial services operations required.
Proficiency with Microsoft Word, Excel, and Outlook.
Work Experience Required: At least 2 years in related experience or leadership, as explicitly indicated.
Experienced in financial services operational environments with knowledge of mutual fund back-office processes.
Demonstrated leadership capability in managing, mentoring, and developing teams to meet operational goals.
Focus on detail orientation and multi-tasking with strong interpersonal and customer service skills.