Global Operations empowers our business partners to be successful by creating and delivering innovative and strategic solutions for our clients. We turn concept into strategy and strategy into action, and we inspire excellence. Our Global Operations team focuses on our clients and partners, the firm’s strategic direction, continuous improvement and professional development.
Our Transfer Agency team represents the firm positively to our clients through a strong focus on service excellence. We work on behalf of the customer, interacting with all departments throughout the firm. Our Transfer Agency—consisting of Intermediary Operations (Back Office), Client Relations (Telephone Servicing), Processing and Oversight/Monetary Control—takes pride in helping people and providing extraordinary client service.