Data Operations Specialist

O projekcie:
In this position, you will coordinate the account setup process with Transfer Agents (TAs), Client Services teams and other internal stakeholders, ensuring requests are handled accurately and within agreed timelines.

The role combines day-to-day operational responsibilities with stakeholder coordination, issue resolution and process optimization.

You will work in an international environment and have the opportunity to contribute to initiatives aimed at improving workflows, increasing automation and delivering a consistently high level of service to clients.

Wymagania:
- University degree in Finance, Economics, Business Administration or a comparable discipline. - Previous experience within Transfer Agency, fund operations or fund account opening. - Good understanding of account opening requirements, controls and processes within a Transfer Agency environment. - Strong communication skills and confidence in working with multiple internal and external stakeholders. - Collaborative mindset and ability to work effectively as part of an international team. - Strong analytical thinking and problem-solving capabilities. - Ability to manage priorities and work efficiently in a dynamic, fast-paced environment. - Exposure to process optimization, workflow improvements or automation initiatives would be an additional advantage.

Codzienne zadania:
- Coordinate the full lifecycle of Transfer Agent fund account openings, from request initiation through completion.
- Process and oversee account opening requests, ensuring accuracy, completeness and timely execution.
- Work closely with Client Services teams, Transfer Agents and other stakeholders across different locations.
- Handle operational questions, follow up on outstanding items and support the resolution of escalated cases.
- Track ongoing activities, service levels and operational performance to ensure agreed standards are maintained.
- Investigate operational incidents and coordinate their resolution with the relevant teams.
- Prepare status updates, operational reports and other information required by stakeholders and management.
- Identify opportunities to streamline existing processes and participate in automation and efficiency initiatives.
- Partner with cross-functional and international teams to improve operational processes and the overall client experience.
- Support a collaborative working culture through knowledge sharing, teamwork and continuous improvement.