Transfer Agency Client Service Manager, Assistant Vice President

State Street

Quincy, MA, US
Base: $90,000 - $157,500 annual; bonus/equity: not...
Daily activity validation and control
Exception and issue resolution
Client communication and inquiry management
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world, providing investment servicing and management to institutional clients

Job Summary

  • State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world, providing investment servicing and management to institutional clients.
  • This role involves managing daily transfer agency operations, ensuring compliance, resolving discrepancies, supporting training, and contributing to technology and workflow enhancements.
  • Employees benefit from competitive and comprehensive benefits, inclusive development opportunities, flexible work programs, and a commitment to diversity and social responsibility.

Matching Summary

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world, providing investment servicing and management to institutional clients.

Salary

Base: $90,000 - $157,500 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including retirement plan, insurance, paid time off, and incentive compensation

Skills & Requirements

Must-have

  • Daily activity validation and control
  • Exception and issue resolution
  • Client communication and inquiry management
  • Ad-hoc request completion
  • Standard Operating Procedures adherence
  • Regulatory and tax requirement tasks
  • Team management and training

Nice-to-have

  • Collaborative problem solving
  • Strong interpersonal skills
  • Ability to motivate and lead teams
  • Global/matrix environment experience
  • Operational process improvement
  • Energetic client service focus

Key Requirements

  • 5-7 years financial services experience
  • 3+ years management experience
  • BS/BA degree required
  • Operational background

Work Rights

Not specified

Tailored Resume

Cover Letter