AVP, Account Services

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⛰️ Colorado, Nebraska, +2 more states – Remote

⛰️ Colorado – Remote 🌾 Nebraska – Remote 🗽 New York – Remote 🏈 Ohio – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏢 Enterprise

👥 HR Tech

☁️ SaaS

💰 $1G Post-IPO Debt - Dayforce on 2024-03

Enterprise • HR Tech • SaaS

Dayforce is a cloud-based human capital management (HCM) platform that provides workforce management, payroll, HR, talent management, time and attendance, scheduling, and benefits administration solutions. It integrates payroll and workforce management in a single application and is used by employers to manage employee lifecycle, payroll processing, compliance, and workforce analytics.

📋 Description

• Oversees the Transfer Agent Operations Team, interacting with clients, financial representatives, vendors, and associates. • Ensures timely processing of all transactions through workflow management. • Interprets fund prospectuses and ensures accurate processing. • Develops detailed procedures and instructions for the processing team. • Authorizes processing exceptions per management guidelines. • Provides information and answers questions for fund family contacts. • Determines and interprets required legal documents for processing. • Ensures compliance with SEC, NICSA, and FINRA regulations. • Interprets IRS regulations for retirement plans and tax reporting. • Resolves and processes IRS Tax Levies. • Manages associates within the department including hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions. • Conducts one-on-one and team meetings with associates to discuss new procedures, problems, and issues. • Establishes team and individual goals for the department. • Fosters performance of associates and the processes used by them; holds the associates accountable for their work. • Mentors associates through instruction, coaching, and real-time on-the-job experiences. • Maintains frequent contact with fund advisor executives and financial brokerage representatives. • Manages escalated situations with difficult callers or clients. • Collaborates with the Transfer Agency Operations Leadership Team to develop new procedures. • May perform other duties as required and assigned.

🎯 Requirements

• Bachelor’s degree in business administration or a related field. • 6+ years of experience in client services or a related field. • 1-2 years of management and leadership experience. • Experience within the financial services industry. • Series 6 or 7 license. • Equivalent education and experience will be considered.