Transfer Agency
il y a 2 semaines
What You Can Expect At BBH:
If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
Transfer Agency - Transaction Processing Team Leader
As the Transfer Agency Transaction Processing and Oversight Team Leader you will be responsible for the day to day management of the Transaction Processing Oversight team.
Specific responsibilities include: overseeing Global Transfer Agency Transaction Processing functions in a controlled and efficient manner while maintaining high client satisfaction. Achieving this will require strong people management skills, initiative, and attention to detail as well as the ability to delegate and gain commitment from team members.
Key Responsibilities:
- Oversee the day-to-day activities of the team
- Ensure the delivery of our Global Operating Model for TA through the execution of our oversight governance model
- Validate and approve transfer agency transactions when escalated
- Effectively handle special processing situations that require strong oversight or manual intervention
- Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business such as new funds or share classes
- Review and discuss with the Manager any issues requiring escalation
- Ensure that policies and procedures are adhered to and are evidenced
- Oversee all internal or external audits and ensure clean reports are received
- Establish, together with the Manager service standards and procedures for the department
- Monitor and adjust KPIs to determine the Global team's performance in meeting these service standards
- Conduct bi-annual performance appraisals and provide regular feedback based on goals for direct reports
**Requirements**:
- BA/MS degree and/or equivalent work experience
- Minimum of 6 years of Transfer Agency experience with 3 years of which must be in a similar function
- Prior experience working in a client servicing focused work environment
- Prior experience of staff supervision and people management
- Proven ability in people management, and ability to delegate and to gain the commitment among team members
- Knowledge or prior experience of Multifonds is an advantage.
- A second language is a plus, preferred is German and / or French
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