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Job Description
Structured overview of role & requirementsAbout This Role
Lead and develop a team of associate level transfer agency representatives responsible for mutual funds transaction processing and delivery service excellence.
Direct day-to-day operational activities ensuring optimal performance, compliance, and achievement of team goals through monitoring key performance measures.
Provide coaching, mentoring, and development to build talent, improve employee retention, and enhance customer service delivery.
Minimum Requirements
Bachelor's degree preferred or 2 years of related industry and leadership experience.
Experience in financial services operations is required.
Computer proficiency with Word, Excel, and Microsoft Outlook.
Work Experience Required: At least 2 years of related experience as per educational background options.
Ideal Candidate Profile
Experienced in financial services operations with demonstrated leadership of business support or transfer agency teams.
Capable of managing operational compliance and driving team performance through data and KPI monitoring.
Strong focus on coaching, talent development, and fostering a collaborative work environment.