Transfer Agency Transaction Processing Team Leader
Brown Brothers Harriman
3 d. temu

The Transfer Agency Transaction Processing Team Leader will be responsible for the day to day management of the Transaction Processing Team with the objective to achieve overall high client satisfaction.

Specific responsibilities include : ability to oversee 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.

Main responsibilities :

  • Oversee the day-to-day activities of the department
  • Validate and approve transfer agency transactions
  • Effectively handle special processing situations that require strong oversight or manual intervention
  • Work with Supervisors to establish allocation of tasks according to the skill set and deadlines within the Team
  • Ensure that policies and procedures are adhered to on a daily basis and have this evidenced
  • Oversee all internal or external audits and ensure a clean report is received
  • Implement KPIs to determine the team’s performance in meeting these service standards
  • Establish strong vertical and horizontal relationships within the department, BBH and clients
  • Work with Senior Management and Risk to manage controls efficiently to alleviate any potential risk areas
  • Responsible for instituting and reporting on measures to determine the team’s performance in meeting these standards
  • Conduct bi-annual performance appraisals and provide regular feedback based on goals for direct reports
  • Establish successful level of synergy within the department
  • Develop training plans for all staff members and ensure that mid to long term career plans are in place for all staff members
  • Requirements :

  • BA / MS degree and / or equivalent work experience
  • Minimum of 6 years of Transfer Agency / Banking / Financial experience with 3 years of which must be in a supervisor / leader role
  • Prior experience working in a client servicing focused work environment
  • Proven ability in people management, and ability to delegate and to gain the commitment among team members
  • Experience in planning, initiating and following through to meet objectives
  • Ability to coordinate across departments / functions when needed to meetclient needs
  • Ability to identify, recommend and implement solutions
  • Excellent communication and client-facing skills
  • Good knowledge of standard Office applications. (Word, Excel and PowerPoint)
  • What We Offer :

  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • Direct access to clients, information and experts across all business areas around the world
  • Opportunities to grow your expertise, take on new challenges, and reinvent yourself without leaving the firm
  • A culture of inclusion that values each employee’s unique perspective
  • High-quality benefits program emphasizing good health, financial security, and peace of mind
  • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
  • Volunteer opportunities to give back to your community and help transform the lives of others
  • Full timeKrakow

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