Transfer Agency Shareholder Services, Senior Associate

State Street UK

Not specified; not specified; comprehensive benefi...
Hybrid
1-2 years mutual fund operations experience
Proficient in ms office 365 including excel
Ability to manage multiple tasks in fast-paced environment
State Street UK is seeking a Senior Associate for their Transfer Agency Shareholder Services team, targeting candidates with financial services experience and strong organizational skills. The role involves managing workflows, maintaining client relationships, and ensuring service level agreements are met

Job Summary

  • The team plays an important role in helping institutional investors manage risk, respond to challenges, and drive performance.
  • Responsibilities include managing day-to-day operations, developing client relationships, and ensuring Service Level Agreements are met.
  • State Street offers competitive benefits including retirement savings plans, comprehensive insurance coverage, and flexible work programs.

Matching Summary

Match Score: 85

State Street UK is seeking a Senior Associate for their Transfer Agency Shareholder Services team, targeting candidates with financial services experience and strong organizational skills. The role involves managing workflows, maintaining client relationships, and ensuring service level agreements are met.

Salary

Not specified; Not specified; Comprehensive benefits program including 401K match and insurance

Skills & Requirements

Must-have

  • 1-2 years mutual fund operations experience
  • Proficient in MS Office 365 including Excel
  • Ability to manage multiple tasks in fast-paced environment

Nice-to-have

  • Strong organizational and analytical skills
  • Effective communication and collaboration
  • Detail-oriented with focus on accuracy

Key Requirements

  • BS/BA degree (optional)
  • 1-2 years of mutual fund operations experience
  • Proficiency in PowerBI and PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter