Alternative Ops Transfer Agency, Associate 2

STATE STREET CORPORATION; Boston (MA); On-site; USD 42,000 - 67,000; Full time

Benefits offered by this job

401K with company match

Medical, Dental, Vision insurance

Paid time off

Job summary

STATE STREET CORPORATION is seeking an Associate II for the Transfer Agency Team in Boston to oversee day-to-day operations, manage workflows and client relationships. You will collaborate across TA units and internal departments to ensure SLAs and KPIs are met while delivering exceptional service.

The role values ownership, accuracy, organization, and clear communication, with opportunities to participate in cross-functional projects and process improvements.

Qualifications

• BS/BA in a related field (optional).
• 1–2 years mutual fund operations experience preferred.
• Proficient in MS Office 365 (Excel, PowerPoint, PowerBI).

Responsibilities

• Manage day-to-day operations of groups by workflows.
• Develop and maintain strong client relationships.
• Collaborate with TA and other departments within State Street.
• Manage client Service Level Agreements and ensure they are met.
• Monitor internal and external KPIs and ensure targets are met.
• Contribute to other projects or tasks as assigned.

Skills

Ownership

Detail orientation

Organizational skills

Analytical skills

Time management

Customer service

Communication

Collaboration

Education

BS/BA (optional)

Tools

Excel

PowerPoint

PowerBI

Job description

Who we are looking forThe 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 usThe 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.What you will be responsible forAs an Associate II in the Transfer Agency Team, you will: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 StreetResponsible 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.What we valueThese skills will help you succeed in this roleTaking Ownership and InitiativeEnsuring accuracy and quality – detail orientedStrong organizational and analytical skillsTime management skills – ability to prioritizeProviding outstanding serviceEffective CommunicationFostering Collaboration and TeamworkEducation & Preferred QualificationsBS/BA (optional)Must have 1 – 2 years of mutual fund operations experienceProficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)About State StreetWhat we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Discover more at StateStreet.com/careersSalary Range:$41,600 - $66,560 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.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.For a full overview, visit https://hrportal.ehr.com/statestreet/Home .About State StreetAcross 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.Discover more information on jobs at StateStreet.com/careersRead our CEO StatementJob Application Disclosure:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.