Transfer Agency Shareholder Services Private Markets Officer

State Street Corporation

Quincy, Massachusetts, US
Base: $60,000 - $101,250 annual; bonus/equity: not...
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Manage workflows
Client relationship management
Service level agreements
** State Street Corporation is seeking a Transfer Agency Shareholder Services Private Markets Officer in Quincy, Massachusetts. The ideal candidate will have financial service experience and strong organizational skills to manage operations and client relationships effectively. **

Job Summary

  • Responsible for day to day operations of groups by managing workflows.
  • Develop and maintain strong client relationships.
  • Collaborate with other TA business units as well as other departments within State Street.

Matching Summary

Match Score: 75

** State Street Corporation is seeking a Transfer Agency Shareholder Services Private Markets Officer in Quincy, Massachusetts. The ideal candidate will have financial service experience and strong organizational skills to manage operations and client relationships effectively. **

Salary

Base: $60,000 - $101,250 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits program

Skills & Requirements

Must-have

  • Manage workflows
  • Client relationship management
  • Service Level Agreements
  • Internal and external KPIs

Nice-to-have

  • Taking ownership and initiative
  • Ensuring accuracy and quality
  • Outstanding service delivery
  • Fostering collaboration and teamwork

Key Requirements

  • 1-2 years mutual fund operations experience
  • Proficient in MS Office 365

Work Rights

Not specified

Tailored Resume

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