Transfer Agency Shareholder Services, Senior Associate

State Street UK

Quincy, US
**
Manage workflows and client relationships
Meet client service level agreements
Manage internal and external kpis
** State Street UK is seeking a Senior Associate for their Transfer Agency Shareholder Services team in Quincy, US. The ideal candidate should have experience in financial services, particularly in mutual fund operations, and be capable of managing multiple tasks in a dynamic environment. **

Job Summary

  • As an Senior Associate in the Transfer Agency Private Markets Team, you will be responsible for day to day operations of groups by managing workflows.
  • You will develop and maintain strong client relationships and collaborate with other TA business units as well as other departments within State Street.
  • The team plays an important role in the overall success of the organization, helping institutional investors manage risk and drive performance.

Matching Summary

Match Score: 75

** State Street UK is seeking a Senior Associate for their Transfer Agency Shareholder Services team in Quincy, US. The ideal candidate should have experience in financial services, particularly in mutual fund operations, and be capable of managing multiple tasks in a dynamic environment. **

Skills & Requirements

Must-have

  • Manage workflows and client relationships
  • Meet client Service Level Agreements
  • Manage internal and external KPIs

Nice-to-have

  • Taking ownership and initiative
  • Ensuring accuracy and quality
  • Fostering collaboration and teamwork

Key Requirements

  • 1-2 years of mutual fund operations experience
  • Proficient in MS Office 365
  • BS/BA (optional)

Work Rights

Not specified

Tailored Resume

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