Transfer Agent Operations Specialist

Role Overview

• Processing and troubleshooting non-standard payment activities
• Supporting CLO Custody and Warehouse onboarding and distributions
• Managing daily Wire Clearing and Exception Requests
• Researching and resolving issues within StreamTA (STA)
• Managing incoming NSP workflows via shared mailboxes and web-based intake forms
• Partnering with DTCC and internal teams to meet SLAs, manage escalations, and support servicing agreements
• Contributing to continuous improvement initiatives related to onboarding, growth, technology, and process enhancements

Requirements

• High school diploma or equivalent
• Three or more years of experience in transaction processing
• Demonstrated clerical, key entry, and customer service/relation skills
• Well-developed ability to identify and resolve complex problems with minimal guidance
• Proficient computer skills, especially Microsoft Office applications
• Effective verbal and written communication skills.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law