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Financial Services Operations Supervisor
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Full-time
- Training dates have yet to be determined; however, we anticipate classes to begin within the July-August timeframe.
- Get To Know The Team: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.
- Why You Will Love It Here!
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