Transfer Agent Lead: Ops, Compliance & Client Success
Vertalo
A leading technology firm in Austin is seeking a Manager or Director, Transfer Agent Lead to enhance Transfer Agency operations. Responsibilities include overseeing compliance, managing investor transactions, and client engagement. Ideal candidates should have a Bachelor's degree and at least 3 years of related experience. This hybrid role encourages collaboration and professional growth within a dynamic environment. #J-18808-Ljbffr Vertalo
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Transfer Agent Lead: Ops, Compliance & Client Success in Austin, TX vacancy
- ...worked with over 100 clients from around the world,... ...management, tokenization, and transfer agency. Due to growth... ...or Director, Transfer Agent Lead to oversee and enhance... ...Agency operations and compliance. This role is central... ...impact on client success, product evolution, and...Suggested
- Bankjoy, Inc. is seeking a proactive Client Success Manager to own a portfolio of credit unions and community banks nationwide. You will drive product adoption, lead executive business reviews, manage renewals, and surface opportunities for upsell while serving as the...SuggestedRemote job
- Laine is building its U.S. commercial hub in Austin, TX, and this Client Success Manager role sits at the heart of that expansion. You’ll partner with sales, onboard clients, train users, and support renewal and expansion across U.S. law firms and in‑house teams. You’ll...Suggested
- Luxury Presence, a fast-growing proptech marketing platform, is seeking a Client Success Manager II in Austin. You’ll own a client journey from onboarding to renewal, guiding website builds for top-tier clients and turning insights into actionable marketing plans. You’...SuggestedWork at office
$31.8 - $35.55 per hour
...Trails Community Services in Round Rock, Texas is seeking a licensed behavioral health professional to uphold client rights, ensure regulatory compliance, and lead quality improvement activities within an interdisciplinary team. The role requires independence, strong...SuggestedHourly pay- SPS North America is seeking a Customer Service Supervisor (CSS) to sit on-site with our client and oversee multiple sites. You will manage daily service delivery, staff, and client satisfaction while upholding SPS policies. The role reports to the Client Service Manager...Local area
$80k - $95k
...experienced Account Manager to support our project-based social media clients. This role involves building strong client relationships and managing high-volume social media content across two accounts. Successful candidates will have 2-4 years of experience in pharmaceutical...- ...and reinsurance operators, INTX supports clients across North America, Europe, Bermuda, and... ...We are seeking a Client Implementation Lead to run client implementations from requirements... ...Team Lead ~ Delivery / Client Success ~ Sales / Partnerships (BD support, demos...Work at officeImmediate startFlexible hours
INTX Insurance Software
Austin, TX7 days ago - StorSuite LLC is seeking a Vice President of Operations & Client Services to lead the company's service offerings and ensure exceptional client experiences. This role requires a strategic leader who oversees service suites and operational efficiency. The ideal candidate...
- Ownwell, Inc. is seeking a Client Success Manager to own a portfolio of real estate investor accounts, from established SFR and multifamily operators to larger institutional platforms. You’ll bring deep real estate fluency and operate with the speed of a tech company—data...
- Jobtailor in Austin, TX seeks a dynamic leader to manage a financial center and its team, driving client-centric service and risk-aware operations. You will own business performance, coach staff, and partner with market leaders to execute strategic initiatives. You will...
- ...practice. This role involves managing tax compliance, advisory services, and coordinating... ...similar qualification is required. The successful candidate will also leverage their skills... ...responsibilities including team leadership and client service delivery. #J-18808-Ljbffr EY
- Oscar in Austin, TX is hiring for an HR Operations professional to own contractor onboarding and compliance across states. You will support contractor onboarding end-to-end, coordinate background checks, and manage timesheets in a fast-paced environment. This hands-on...For contractors
- ...Manager to act as the guest liaison with hotel operations and drive successful events by detailing group and events sales bookings that... ...meetings, manage room blocks and billing processes, and ensure flawless client experiences from start to finish. #J-18808-Ljbffr Auberge
- ...or exposure to AI or Agent Engineering Strong... ...reason, and learn so our clients can innovate while... ...us to help build our leading-edge technology portfolio... ...dedication to our clients success, innovation that... ...is also committed to compliance with all fair employment...Full timeContract workPart timeFixed term contractWork experience placementInternshipShift work
IBM
Austin, TX4 days ago $84.3k - $155.4k
...historical information and documentation.As a Specialist Lead, Government Client Contracts Management on the Enterprise Contract... ...as needed, and support resolution of operational and compliance matters.A successful candidate would possess these skills:Ability to work...Contract workDeloitte
Austin, TX14 hours ago- ...TX, to review and prep taxes for multiple entities and advise on tax planning and compliance. The role involves supervising junior staff and collaborating with management on complex client matters. The position offers a hybrid schedule with strong potential for...
$140k - $145k
Tier1usa is seeking a Pharmacist In Charge in Austin, Texas, to lead pharmacy operations and ensure compliance. The ideal candidate will have over 5 years of experience and a valid Pharmacist License. You'll drive sustainable growth, oversee daily pharmacy operations,...$120k - $202.5k
Lead cross-functional product readiness and delivery activities... ...delivered, deployed, and adopted successfully. Drive alignment across... ...for production deployment and client consumption. Key Responsibilities... ..., support, training, compliance, and deployment readiness requirements...Temporary workFlexible hours- ...our unwavering commitment to provide unparalleled service to our clients. Purpose Perform a variety of field tasks associated with... ...Communicate with management to maximize efforts and man-hours. Success Metrics and Competencies Ability to work both independently and...For contractorsWork at officeLocal areaNight shift
- ...operations, ensuring safety, quality, and customer satisfaction. You’ll manage inventory, merchandising, and a team, while maintaining compliance with company standards and audits. Ideal candidates will have deli/food service experience, strong leadership, and proficiency...
- ...a Senior Interior Designer in Austin to lead all phases of interior design with proficiency... ...design efforts, and coordinate with clients, partners, and consultants to deliver cohesive... ...collaboration are essential to drive project success. #J-18808-Ljbffr Perkins & Will Inc.
$90k - $157.5k
...search of an AI Platform and Ops Lead, Assistant Vice President with... ..., observability, and compliance requirements.Drive identity and... ...digital capabilities to our clients. We are driving the company’s... ...are essential to our continued success.We are committed to fostering...Full timeTemporary workFlexible hours$12 - $15.6 per hour
...Job Description Summary The Team Lead assists in supervising and managing all day... ...operations while ensuring that 100% compliance exists with all established Company policies... ..., hiring, training, promotion, transfer, reassignment, demotion, discipline, discharge...Hourly payFull timePart timeCasual workRack Room Shoes
Pflugerville, TX4 days ago- ...Central Texas campuses. Relocation reimbursement package offered. You will manage the Education Department staff and faculty, ensuring compliance with accreditation standards and regulatory agency requirements. The role focuses on driving student retention, assisting with...Relocation package
$50k
...company in Austin, Texas, seeks an Assistant Manager to drive success through collaboration and effective operations. This role involves... ...teams, and enhancing community engagement by addressing client needs. Candidates must demonstrate strong customer service skills...Work at office- ...seeking a dynamic Product Manager within the Client Product Management team. You will be the... ..., product marketing, and sales to drive successful outcomes for customers and partners. The... ...customer-centric requirements, and leading cross-functional teams. #J-18808-Ljbffr...
- ...Ownwell has developed a leading end-to-end property tax solution... ...both our institutional clients and individual homeowners.... ...and cohort. Own the compliance layer and make sure our approach... ...before — collections, ops, RevOps, customer success, or something adjacent. You...Local areaImmediate startFlexible hours
Ownwell
Austin, TX10 days ago - Compass is seeking an Agent Experience Manager in Austin, TX to enhance customer engagement. In this role, you will manage relationships, promote technology adoption, and support marketing efforts for agents. An ideal candidate will have 2-3 years in customer service or...
- Epicor is seeking a Manager, Business Ops to oversee a team responsible for pre-order operational activities across sales quotes, orders, purchasing, pricing, and procurement. The role focuses on achieving operational excellence through systems improvements and cross-department...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Transfer Agent Lead: Ops, Compliance & Client Success. Be the first to apply!
Related searches
- executive protection agent Austin, TX
- cruise agent Austin, TX
- telemarketer - state farm agent team member Austin, TX
- state farm agent Austin, TX
- work from home chat agent Austin, TX
- agent Austin, TX
- agent assistant Austin, TX
- airport agent Austin, TX
- commissioning agent Austin, TX
- operations agent Austin, TX