Client Service Team Leader - Transfer Agency
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 03, 2026
Elevate client service as a Senior Associate in Transfer Agency, leading the team and enhancing operational effectiveness. Ensure compliance and quality in service delivery.
This role involves oversight of Transfer Agency operations, fostering client relationships, and supporting team development. Your skills will be critical in managing performance and providing a continuous learning environment within the team.
Key Responsibilities:
• Direct daily team operations and resource management
• Implement HR policies while developing team members
• Build client satisfaction through effective communication
• Ensure accurate reporting and reconciliation processes
• Identify control gaps to prevent errors and promote risk awareness
Requirements:
• 2+ years knowledge of AML and industry regulations
• 4+ years of experience in Fund Administration
• 2+ years of managing teams and client relationships
• Familiarity with Transfer Agency policies and tools
• St...
This role involves oversight of Transfer Agency operations, fostering client relationships, and supporting team development. Your skills will be critical in managing performance and providing a continuous learning environment within the team.
Key Responsibilities:
• Direct daily team operations and resource management
• Implement HR policies while developing team members
• Build client satisfaction through effective communication
• Ensure accurate reporting and reconciliation processes
• Identify control gaps to prevent errors and promote risk awareness
Requirements:
• 2+ years knowledge of AML and industry regulations
• 4+ years of experience in Fund Administration
• 2+ years of managing teams and client relationships
• Familiarity with Transfer Agency policies and tools
• St...