Consultant, Transfer Agency

Manage multiple Tier 1 clients ensuring Transfer Agency (TA) services meet client agreements and service levels.

Act as Subject Matter Expert (SME) providing technical consultation, quality checks, and oversight to junior team members.

Lead client service management activities including incident vetting, regulatory compliance evaluation, issue resolution, and participation in client due diligence and key projects.

8-10 years industry experience in Accounting, Financial Services, Capital Markets, Transfer Agency, or Fund Accounting.

Graduation in Commerce; internal candidates require 24 months as Technical Coordinator/Associate Consultant to be eligible.

Demonstrated understanding of Fund Administration/TA lifecycle and operational experience in Transfer Agency (Desirable).

Ability to independently manage work with strong communication, organizational, risk management, and problem resolution skills.

Experienced client service professional with deep domain knowledge in Transfer Agency and fund administration processes.

Proven ability to handle complex client issues and manage escalation across multiple operational and managerial teams.

Skilled in liaising across functional and geographic teams to deliver service excellence and support tactical service improvements.