Senior Transfer Agent Services Analyst

Senior Transfer Agent Services Analyst

Elevate Your Career Work Where Your Ideas Have Impact

Company : Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit Allspring Global Investments.

At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

Position

The Senior Transfer Agent Services Analyst plays a key role in overseeing the operations and performance of third-party transfer agent service providers and ensuring the delivery of high-quality shareholder services. This role requires strong analytical, operational, and communication skills to manage vendor relationships, monitor service levels, and support regulatory and board reporting. This position partners closely with internal teams and external service providers to support the transfer agent and shareholder servicing ecosystem. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week. Location(s) : Milwaukee, WI.

Responsibilities

Operational Oversight :

• Oversee daily operations of transfer agent vendors (e.g., SS&C, NQR, Open Access, LexisNexis, May Advertising), ensuring compliance with service level agreements (SLAs) and key performance indicators (KPIs).
• Independently assess and resolve escalated and exception scenarios, balancing client expectations with operational, regulatory, financial, and reputational risk.
• Oversee quality reviews of retail and institutional shareholder servicing.

For full info follow application link. We are an Equal Opportunity / Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.