As the Financial Services Operations Supervisor, you will be responsible for leading and developing a team of associate level transfer agency representatives responsible for delivery service excellence to our clients and their shareholders. Within the Transfer Agency, we provide back-office financial services to Mutual Fund Clients and their investors. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more.
What You Will Get To Do:
- Promote a positive and collaborative environment where associates can thrive and do great work
- Be visible and accessible and offer support that strives to deliver a great work experience for our associates
- Prepare, coach and develop our talent enabling them to offer premier service to our customers and their shareholders
- Direct the day-to-day operational activities, ensuring our representatives achieve optimal performance levels supported by efficient and compliant operations.
- Encourage,
support, and mentor our employees using creative solutions to promote a positive work environment and high retention and employee satisfaction.
- Provide frequent feedback and one on one interactions that help build talent and strengthen skills
- Mentor and lead team members to achieve personal career and development goals within the position
- Monitor team goals and key performance measures and drive necessary adjustments to achieve target results
- Partner with associates, clients and colleagues to deliver a true center of excellence
What You Will Bring:
- High energy and enthusiasm with a passion for people leadership
- Experience in financial services operations
- Bachelor’s degree or 2 years of related industry and leadership experience preferred
- Excellent attention to detail and accuracy and solid multi-tasking skills
- Computer experience (Word, Excel, Microsoft Outlook)
- Excellent Interpersonal and customer service skills