Transfer Agency Operations Lead

Brown Brothers Harriman & Co.; Boston (MA); On-site; USD 85,000 - 130,000; Full time

Job summary

Brown Brothers Harriman & Co. is seeking a Team Leader for the Transfer Agency division in Boston, MA. You will oversee the Transaction Processing Team, ensuring a high standard of client service and strict adherence to policies, procedures, and audit requirements.

The role requires strong people management and mentoring skills, attention to detail, and the ability to influence across levels. A Bachelor’s degree or equivalent work experience and 5+ years in Transfer Agency/Alternative

Qualifications

• Bachelor's degree or equivalent work experience required.
• 5+ years of relevant work experience, including Transfer Agency/Alternative Investments experience.
• 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 handle specific client requests.
• Ability to identify, recommend and implement improvements to existing processes.
• Attention to detail and proven ability to handle complexity.
• Ability to work effectively under pressure and demonstrate initiative.
• Proven ability to communicate effectively both verbally and in writing.
• Proven ability to adapt to change and problem solving.
• Good knowledge of standard Office applications (Word, Excel and PowerPoint).

Responsibilities

• Oversee the day to day activities of the department.
• Validate and approve transfer agency transactions.
• Handle special processing situations that require oversight or manual intervention.
• Establish weekly rotation of tasks based on team skills and deadlines.
• Escalate issues to Manager as needed.
• Ensure policies and procedures are adhered to daily.
• Oversee internal or external audits and ensure clean reports.
• Establish service standards and procedures with Manager.

Skills

People management

Mentoring

Client service

Communication

Detail oriented

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Brown Brothers Harriman & Co. is seeking a Team Leader for the Transfer Agency division in Boston, MA. You will oversee the Transaction Processing Team, ensuring a high standard of client service and strict adherence to policies, procedures, and audit requirements.

The role requires strong people management and mentoring skills, attention to detail, and the ability to influence across levels. A Bachelor’s degree or equivalent work experience and 5+ years in Transfer Agency/Alternative