Restricted Transfer Client Specialist

Computershare U.S.; Louisville (KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid parental leave

Flexible working

401k matching

Job summary

Computershare is seeking a detail-oriented Restricted Transfer Client Specialist to join our Louisville-based team in a hybrid role. You will process restricted transfer requests, liaise with issuers and counsel, and ensure accurate, timely completion with minimal supervision.

You’ll operate as a subject matter expert, communicate professionally with clients, and collaborate across departments while upholding our culture of flexibility and growth.

Qualifications

• Experience handling restricted transfers and related client communications.
• Ability to interpret and apply complex legal requirements in transfer processing.
• Strong written and verbal communication with clients and internal teams.

Responsibilities

• Review and process Restricted Transfer transactions and required documentation.
• Communicate with issuers and counsel to obtain missing information for transfers.
• Troubleshoot and resolve deficient transactions with accuracy and speed.
• Maintain positive client/transfer agent relationships with issuers.
• Collaborate on department projects and cross-functional initiatives.

Skills

Attention to detail

Communication skills

Microsoft Excel

Independent worker

Financial services background

Tools

Outlook

SharePoint

Job description

Location: Louisville Ky (Hybrid) This is a hybrid position primarily based in Louisville, KY. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working.

Job Description

Location: Louisville Ky (Hybrid) This is a hybrid position primarily based in Louisville, KY. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working.

We give you a world of potential

Computershare is looking for someone who is detail oriented to join our growing team at Computershare as a Restricted Transfer Client Specialist. The Restricted Transfer Client Specialist works quickly with precise accuracy for high quality and reliability, with minimal supervision in order to support the management team as the subject matter expert on client/shareholder initiated Restricted Transfer requests. This position is in direct communication with the client so if you enjoy communicating professionally while helping others, you will enjoy this opportunity. If you are interested in a role with a company that is a global leader in stakeholder communications where you can truly help people, this is the position for you!

A role you will love

Some Of Your Key Responsibilities Will Include

• Review and understand Restricted Transfer transactions and necessary requirements to resolve deficient transactions.
• Communicate directly with the issuer or issuer/shareholder counsel to resolve/obtain deficient legal requirements to process transactions quickly and accurately.
• Troubleshoot, problems and educate Issuer and Issuer/Shareholder Counsel on requirements necessary to transact Restricted Transfers.
• Maintain a positive and strong client/transfer agent relationship with the issuer
• Consults with business unit management and personnel to identify and document business needs and objectives
• Assist in department specific projects, which may involve collaboration with other departments or functions.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

What will you bring to the role?

As you can imagine, we need you to have great attention to detail. Supporting a core process isn’t an easy job, so being able to think independently, problem solve, and work quickly are some key skills that you’ll need for this role.

Other Key Skills Required For The Role Include

• Financial Services Background
• Strong written and verbal communication skills
• Excellent Reading Comprehension
• Ability to review and interpret complex legal documents
• Quick learner
• Problem resolution skills
• Skills in Microsoft Excel, Work, Outlook
• Strong organization skills
• Ability to work independently, self-motivated
• Strong Attention to Detail
• Good Decision Making

Rewards designed for you

Paid parental leave, flexible working and a caring and inclusive culture.

Health and wellbeing

rewards that can be tailored to support you and your family, including medical, dental and vision.

Invest in your future

with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.

Income protection

Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.

And more.

Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our handbook will help you find out more about our rewards and life at Computershare, visit computershare.com/careers-handbook.

About Us

A company to be proud of

We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.

Fairness and culture

We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.

About The Team

Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we’re now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.