Transfer Agency Shareholder Services, Senior Associate

State Street•Quincy, MA

About The Position

The Senior Associate will work in TA Alternative Operations, processing and reporting investor-level transactions, including purchases, distributions, transfers, and redemptions, as well as money movement. The role provides operational support to clients, broker-dealers, and third-party vendors, and manages client Service Level Agreements and internal and external KPIs to ensure they are met. The Senior Associate collaborates with other Transfer Agency business units and departments within State Street, develops and maintains stakeholder relationships, and handles complex operational issues. Other projects and tasks may be assigned. The ideal candidate has financial services experience and can manage multiple tasks in a fast-paced, dynamic environment. State Street describes its benefits as competitive and comprehensive, with offerings that vary by location. The stated benefits include retirement savings with company match, insurance coverage, paid time off, an Employee Assistance Program, incentive compensation eligibility, and access to certain tax-advantaged savings plans.

Requirements

Bachelor of Science or Bachelor of Arts degree required.
1–3 years of mutual fund operations experience.
Proficiency in MS Office.
Financial services experience and the ability to manage multiple tasks in a fast-paced, dynamic environment.
Taking ownership and initiative.
Accuracy, quality, and attention to detail.
Strong organizational and analytical skills.
Time-management skills and ability to prioritize.
Ability to provide outstanding service.
Effective communication.
Ability to foster collaboration and teamwork.

Responsibilities

Process and report investor-level transactions, including purchases, distributions, transfers, and redemptions, and process money movement.
Work with clients, broker-dealers, and third-party vendors to provide operational support.
Manage client Service Level Agreements and internal and external KPIs, ensuring they are met.
Collaborate with other Transfer Agency business units and departments within State Street.
Develop and maintain strong relationships with internal and external stakeholders.
Handle and resolve complex operational issues.
Manage other projects or tasks as assigned.

Benefits

Retirement savings plan (401(k)) with company match.
Insurance coverage, including basic life, medical, dental, vision, and long-term disability, with other optional coverages.
Paid time off, including vacation, sick leave, short-term disability, and leave for family care responsibilities.
Employee Assistance Program.
Eligibility for annual performance-based incentive awards, with certain sales-role exceptions.
Eligibility for certain tax-advantaged savings plans.
Flexible Work Program.
Development programs and educational support.
Paid volunteer days.
Matching gift program.
Employee networks.