Transfer Agency, Associate 2

State StreetQuincy, MA
1d

About The Position

Who we are looking for The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. 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.

Requirements

  • Must have 1 – 2 years of mutual fund operations experience
  • Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)

Nice To Haves

  • BS/BA (optional)
  • Taking Ownership and Initiative
  • Ensuring accuracy and quality – detail oriented
  • Strong organizational and analytical skills
  • Time management skills – ability to prioritize
  • Providing outstanding service
  • Effective Communication
  • Fostering Collaboration and Teamwork

Responsibilities

  • 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
  • Responsible for managing client Service Level Agreements and ensuring they are met.
  • Responsible for managing internal and external KPI’s and ensuring they are met.
  • Work on other projects or tasks as assigned.

Benefits

  • Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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