Account Services Manager: Client Ops & Process Leader
Listed on 2026-10-06
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Management
Client Relationship Management
Ultimus Fund Solutions seeks a Manager, Account Services to lead the Transfer Agent Operations Team, partnering with clients, brokers, and internal stakeholders to ensure accurate, timely processing and service excellence.
The role focuses on developing team members, refining workflows, ensuring regulatory compliance (SEC, IRS, FINRA/NICSA), and driving process improvements while maintaining strong client relationships and accountability.
The Account Services Manager:
Client Ops & Process Leader role at Ultimus Fund Solutions is now open for applications in Cincinnati, OH, United States.
This is a great role to take on the Account Services Manager:
Client Ops & Process Leader role at Ultimus Fund Solutions.
As a Account Services Manager:
Client Ops & Process Leader, you will play an important part at Ultimus Fund Solutions in Cincinnati, OH, United States.
We invite applications for the Account Services Manager:
Client Ops & Process Leader position located in Cincinnati, OH, United States.
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