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Manage client relationships and service delivery for Transfer Agency clients, ensuring satisfaction and driving growth opportunities through collaborative efforts.

The Senior Client Solutions Representative manages client interactions, handles queries, supports junior team members, and ensures high-quality service delivery in a financial services context.

The Client Enablement Senior Specialist strengthens client relationships and internal capabilities through documentation, education, and process enhancements. They develop training materials, act as a liaison between clients and internal teams, and ensure effective onboarding and operational readiness.

As a Senior Client Solutions Representative, you will deliver high-quality service, manage client queries, and mentor junior team members while ensuring excellent client experiences and service delivery.

The Senior Project Manager leads the project lifecycle, ensuring successful delivery of complex projects within budget and on schedule while managing stakeholder communications and risks.

The Senior Associate will prepare and review work papers, manage calculations for management fees, support audits, ensure accuracy, and interact with clients and auditors.

The role involves bank reconciliations, journal entries, financial report preparation, and daily fund performance analysis. Candidates will work with various financial products and assist in month-end closing processes.

The Director of QA will lead the QA process for insurance software solutions, manage testing, deployment, and release strategies, while ensuring product quality and performance across projects.

Manage fund administration services, oversee financial statement preparation, and ensure compliance with US GAAP for Private Equity funds. Lead a team, handle client implementations, and maintain business reporting.

This role processes mutual funds transactions, providing customer-focused solutions and leading a team of business support representatives to improve procedures and meet goals.