Transfer Agency Associate

1 week ago


Quincy, Massachusetts, United States State Street Corporation Full time
About the Role

We are seeking a highly skilled and motivated individual to join our Transfer Agency Team as an Associate. As a key member of our team, you will be responsible for managing day-to-day operations, developing and maintaining strong client relationships, and collaborating with other business units and departments within State Street.

Key Responsibilities
  • Manage workflows and ensure timely completion of tasks
  • Develop and maintain strong client relationships through effective communication and service delivery
  • Collaborate with other TA business units and departments to achieve business objectives
  • Manage client Service Level Agreements and ensure they are met
  • Manage internal and external KPIs and ensure they are met
  • Work on other projects or tasks as assigned
Requirements
  • 1-2 years of mutual fund operations experience
  • Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)
  • Strong organizational and analytical skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
About State Street

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. We are committed to creating a great work environment and offer a competitive benefits package, including medical care, insurance, and savings plans. We also provide flexible work arrangements and a wealth of development programs and educational support to help you reach your full potential.



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