Transfer Agency Associate: Client Services & Ops

State Street; Kilkenny; On-site; EUR 38,000 - 52,000; Full time

Job summary

State Street is seeking an Associate 2 in Transfer Agency to deliver high-quality client service and support across dealing services, funds, and client communications. You will complete complex tasks, train peers, and ensure deadlines are met while maintaining regulatory standards.

The role emphasizes collaboration, process improvements, and building product knowledge to support institutional investors and internal teams. A proactive, organized, and team-focused candidate will thrive here.

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.

Responsibilities

• 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.

Skills

MS Office

Communication

Organization

Time management

Teamwork

Education

Transfer Agency knowledge

Tools

MS Office

Job description

State Street is seeking an Associate 2 in Transfer Agency to deliver high-quality client service and support across dealing services, funds, and client communications. You will complete complex tasks, train peers, and ensure deadlines are met while maintaining regulatory standards.

The role emphasizes collaboration, process improvements, and building product knowledge to support institutional investors and internal teams. A proactive, organized, and team-focused candidate will thrive here.