Transfer Agency Team Leader - Alternatives

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

As a Team Leader within our Transfer Agency division, you will be responsible for the day to day oversight and management of the Transaction Processing Team and maintaining a high standard of client service. To be successful in this role, you must have strong people management and mentoring skills, be detailed-oriented and demonstrate an ability to influence at all levels.

• Oversee the day-to-day activities of the department
• Validate and approve transfer agency transactions
• Effectively handle special processing situations that require oversight or manual intervention
• Work with Supervisors to establish weekly rotation that allocates tasks according to the skill set and deadlines within the team
• Review and discuss with the Manager any issues requiring escalation
• Ensure that policies and procedures are adhered to on a daily basis
• Oversee all internal or external audits and ensure a clean report is received

• Establish, together with the Manager service standards and procedures for the department
• Implement KPIs to determine the team's performance in meeting these service standards
• Establish effective internal and external network
• Establish strong vertical and horizontal relationships within the department, BBH and clients
• Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business such as new funds or share classes
• Work with Senior Management and Risk to manage controls efficiently to alleviate any potential risk areas
• Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations

• Responsible for instituting and reporting on measures to determine the team's performance in meeting these standards
• Conduct bi-annual performance appraisals and provide regular feedback based on goals for direct reports
• Participate in the interview and selection process for job applicants, assist new staff members in learning job specific tasks
• Organize and perform the cross-training of staff on all aspects of Transfer Agency Data and Transaction Processing functions to develop depth and breadth of knowledge
• Work with his management to address the training needs of the group (including the industry specific topics)
• Establish successful level of synergy within the department
• Minimize overtime and implement additional efficiencies as automation projects are completed
• Develop training plans for all staff members and ensure that mid to long term career plans are in place for all staff members
• Ensure succession planning and coverage at all times

• 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…