Transfer Specialist

Deliver reliable, controlled day-to-day client account operations with disciplined execution, timely escalation, and continuous improvement.

As an Operations Specialist within Client Account Operations, you help ensure routine operational tasks are completed accurately and on time, in line with documented procedures, SLAs, and controls. You focus on execution, issue identification and escalation, and maintaining stable daily operations. You partner with peers, team leads, and managers to drive consistent service delivery and incremental process improvements.

Job Responsibilities

• Execute assigned daily operational activities in adherence with procedures, SLAs, and control standards.
• Coordinate workflow tracking, queue management, and task prioritization with team leads.
• Identify breaks, exceptions, or delays and escalate appropriately with clear documentation.
• Maintain accurate task status updates and support operational metrics and reporting routines.
• Participate in continuous improvement initiatives by updating procedures, reducing handoffs, and improving turnaround times.
• Collaborate with internal partners and external vendors through routine operational coordination and follow-ups.
• Support onboarding and training of junior staff on standard processes and best practices.

Required qualifications, skills, and capabilities

• Strong attention to detail, process discipline, and ability to follow documented procedures and controls
• Ability to manage routine workload in a deadline-driven environment and escalate issues early
• Clear written and verbal communication skills with strong stakeholder coordination capabilities
• Comfort working with basic operational metrics, status reporting, and tracking documentation

Preferred qualifications, skills, and capabilities

• Working knowledge of Excel (filters, pivots, lookups) for basic reporting
• Familiarity with workflow tools and case management systems (e.g., service queues/ticketing)
• Exposure to client onboarding, lifecycle administration, and standardized account servicing processes
• Experience coordinating with vendors and managing follow-ups to closure within defined timelines