Detail oriented, communication and collaboration, critical thinking/problem solving skills Financial Industry Experience We provide the products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks. As Transfer Agent, we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking abilities to provide a superior level of service to our growing group of high-profile clients and their shareholders. Efficient and detail-oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal, and written communications. Monitors and evaluates the quality of work as measured against timeliness, accuracy and productivity standards. Document quality issues, performance measures and quality improvements for management review. Provide information to assist in training and giving feedback to employees. Ensure proper application of and compliance with internal and regulatory standards, guidelines and procedures. Independently analyzes complex cases requiring high level analysis and expertise. Work is moderately complex and may fall outside established procedures. Verify all processing of shareholder transactions, both financial and non-financial, for accuracy and completeness. Analyze new account set ups and maintenance.
Additional responsibilities can include:
review of shareholder correspondence for content, clarity, grammar and typographical errors and/or review of Contact Center transactions for caller verification. Communicate any transaction or reference discrepancies to appropriate parties. Resolve all quality control issues and maintain group work standards for volume and accuracy. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/ . Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
