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Online Resumes with "Transfer Agency"
Trust and Custody technology/operations expert 20 + years
Proficient results-oriented leader with over 22 years in increasingly responsible positions in Systems Administration and Operations with major banking and financial services companies and trust systems vendors. Significant skills and proven and consistent track record in process automation across operations and business areas. Excellent communicator. HIGHLIGHT OF SKILLS -Project Management -Process Improvement ...
Tags for this Online Resume: Securities processing, Trust Operations, Systems implemetations, Conversions, Trust and Custody vendors
Chief Compliance Officer - 22 Years Experience with SEC (12) and then private (10)
Utilize skills obtained during my career in banking, transfer agency, and broker-dealers.
Operations and Sales Manager
I am looking for position with a company where my years of experience and dedication to working hard can lead to success for both the company and to a long time career.
Ideal Companies: Retail, Sales and Service Oriented.
Tags for this Online Resume: Sales, Operations, Marketing, Client, Management, Customer, Service, Excel, Power Point, Word
Client Relations and Business Analysis, Kansas City
I am an experienced professional with twelve years of client relations and business analyst experience in the mutual fund industry with the premier provider of transfer agency and full service mutual fund support products in the United States. I am seeking to expand on the skills I have already learned and apply them in new industries. I am particularly seeking an employer who appreciates personal integrity and solid work e...
Tags for this Online Resume: SQL, TSO, 3270, MS Access, DB2, Excel
Experienced Financial Services Operations Manager- 18 years experience.
Experienced Financial Services Operations Manager seeking opportunity where my extensive communication, management skills, and leadership background will be an asset to an organization.
Tags for this Online Resume: Operations Manager, Mutual Funds, Transfer Agency, Client Retention, Customer Service, Employee Relations, Performance Management, Team Building, Succession Planning, Process Improvement, Creative Problem Solving, Coaching
Financial Services industry over 20 yrs experience RI/MA
I'm a well respected financial services professional with over 20 years of experience in the transfer agency business in a supervisory role. Expertise in wire transfers, manual check issues, writing procedures and training new hires.
Relationship Manager-30 years experience-Chicago, IL
I have been in Client Services and Relationship Management for over 30 years and take pride in always treating the client with respect, integrity and honesty. These values have led me to keep very satisfied clients from the basic to the very complex and challenging. Client retention is very important and has led to numerous additional cross and upsells as well as new business. It may seem simple, but simply responding to ...
Ideal Companies: Northern Trust Company, BNY/Mellon
Tags for this Online Resume: relationship manager, account manager, investor relations, manager, corporate trust, financial services
Customer Service - Mutual Fund Liason- Accounting Clerk - +10 years experience
I'm an Accounting/Finance professional who has 5 years experience with mutual funds transfers 5 years experience in Accounts Receivables and Payables. While working in Customer Service I received many commendations for excellent work from both management as well as shareholders while working for a mutual fund transfer agency
Tags for this Online Resume: work at home, bookkeeper, accounting clerk, customer service, mutual funds, part time
Director/Leader Broker Dealer Services
My objective is to acquire a key position within the financial services industry that will allow me to use the skills that I have acquired, while helping the organization I join reach its set objectives.
Ideal Companies: Fund Companies, broker dealers (Merrill Lynch, Citigroup Fidelity), retirement organizations, banks and transfer agencies
Tags for this Online Resume: project manager, Mutual Funds, Business Analyst, SERVICE manager operations, brokerage Operations, Clearnace and Settlement, DTCC
Business Solutions Manager - 13 years Experience - Parsippany, NJ
Motivated, adaptive, high energy and supportive manager with over 20 years of experience executing Transfer Agency functions in the New York Life Investment Management NYLIM Service Company. People are a valuable resource and knowing differing communication styles paired with listening will lead to success.
Tags for this Online Resume: Talent, Development, Project, Management, Detailed, Coach
Business Analyst - 15 Years of Experience - Near M6K 0A1
Tags for this Online Resume: Applications, Cms, Customer Relationship Management, JIRA, Microsoft Word, Unified Modelling Language, Web, Web Technologies, Database, Distribution, sql, it jobs, agile, html, software, Wealth management, iFAST, Unitrax Open Text, Vignette, life insurance, mutual fund, segregated fund, conversion, migration, transfer agency
Manager - 20 Years of Experience - Near 02169
SUMMARY An accomplished manager with extensive experience working in a fast pace, detailed oriented customer focused environment. Highly skilled at hiring, training and mentoring a professional staff committed to meeting and exceeding the goals and objectives of the organization. Substantial experience in the Transfer Agency Business supporting major Fortune 1000 clients. Excellent customer service and communication skills....
Tags for this Online Resume: Defined Contribution, Services, AT&T, Audit, Customer Service, Insurance, Training, Business Operations, Communication Skills, Documentation, manager, management, assistant manager
