Transfer Agency Shareholder Services, Senior Associate

State Street•Quincy, MA

4d•$52,000 - $84,760

About The Position

The Senior Associate in TA Alternative Operations supports investor-level transactions and money movement, working with clients, broker-dealers, and third-party vendors to provide operational support. The role manages client service-level agreements and internal and external KPIs, collaborates with Transfer Agency business units and other State Street departments, maintains stakeholder relationships, and resolves complex operational issues. The position also includes other projects and tasks as assigned. The ideal candidate has financial services experience and can manage multiple tasks in a fast-paced, dynamic environment.

Requirements

Bachelor of Science or Bachelor of Arts degree required.
One to three years of mutual fund operations experience.
Proficiency in Microsoft Office.
Financial services experience and ability to manage multiple tasks in a fast-paced, dynamic environment.
Strong ownership and initiative.
Attention to detail and commitment to accuracy and quality.
Strong organizational and analytical skills.
Time management skills and ability to prioritize.
Commitment to providing outstanding service.
Effective communication skills.
Ability to foster collaboration and teamwork.

Responsibilities

Process and report investor-level transactions, including purchases, distributions, transfers, and redemptions, as well as 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 as they arise.
Manage other projects or tasks as assigned.

Benefits

Retirement savings plan (401K) with company match.
Insurance coverage, including basic life, medical, dental, vision, and long-term disability, with other optional additional 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, subject to exclusions noted for certain sales roles.
Eligibility for certain tax-advantaged savings plans.
Flexible work program.
Development programs and educational support.
Paid volunteer days.
Matching gift program.
Employee networks.