Transfer Agency, Associate 2

What you will be responsible for:

As an Associate 2 you will be responsible for:

• Complete all tasks including the handling of all complex calls and queries, to a high quality, to meet client requirements in a timely and accurate manner.
• Assist in the delivery of on-the-job training and development of other associates.
• Ensure business standards and client deadlines are met on a consistent basis.
• Escalate client issues where necessary.
• Adhere to procedures in relation to all tasks.
• Administration of new Clients funds and shareclasses.
• Identify process efficiencies in the course of their daily work and propose to line managers.
• Develop and maintain a thorough knowledge of Transfer Agency processes and Systems, particularly within Dealing Services and the Fund Setup team.
• Gain broad expertise on company products.
• Build and maintain internal network of contacts.
• Display thorough understanding of the following tasks.
• Administration of Clients correspondence.
• Display awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items, displaying effective time management.

What we value:

• Act as an effective team player & deputies for immediate supervisor when appropriate.
• Show organization skills for oneself and others.
• Display effective team focus by assisting colleagues in their daily routine.
• Positively influencing team morale in order to achieve set standards and goals.
• Show willingness to assume additional tasks in order to share workload within team/department.
• Maintaining a “can do” attitude.
• To exercise due care and diligence, ensuring the areas the role is responsible for are organized and controlled.
• To comply with the regulatory regimes in which State Street operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role

Education & Preferred Qualifications:

• Detailed understanding of procedural, technical and product requirements within Transfer Agency business.
• Excellent administrative and business support skills, with the ability to multi-task and to work calmly under pressure.
• Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint.
• Strong written & verbal communication skills.
• Excellent organizational, planning and co-ordination skills.
• Ability to work accurately to tight deadlines.
• Proactive and able to work independently and as part of a team.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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