Transfer Agency, Senior Associate

State Street Corporation

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Client service management
Change management
Risk management
** State Street Corporation is seeking a Senior Associate for its Transfer Agency team, responsible for managing client services, team leadership, and process improvement. The ideal candidate should have strong knowledge of the Transfer Agency business, excellent communication skills, and experience in a similar environment. **

Job Summary

  • Provide management and direction of the team and its resources in order to ensure internal and external client deliverables are met and quality customer service is maintained.
  • Proactively identify and act on opportunities to improve current processes to meet the changing requirements of customers, to improve efficiency, or to reduce risk.
  • Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.

Matching Summary

Match Score: 75

** State Street Corporation is seeking a Senior Associate for its Transfer Agency team, responsible for managing client services, team leadership, and process improvement. The ideal candidate should have strong knowledge of the Transfer Agency business, excellent communication skills, and experience in a similar environment. **

Skills & Requirements

Must-have

  • client service management
  • change management
  • risk management
  • KYC/AML/due diligence
  • FATCA/CRS indicia
  • Microsoft Excel proficiency

Nice-to-have

  • team motivation and retention
  • process improvement initiatives
  • regulatory background awareness

Key Requirements

  • Approximately 3 years experience
  • Good procedural, technical and product knowledge of Transfer Agency
  • Good understanding of Fund Accounting, Custody and Regulatory background

Work Rights

Not specified

Tailored Resume

Cover Letter