Senior Associate, Transfer Agency Alt. – Ops Lead

State Street; Quincy (MA); On-site; USD 52,000 - 94,000; Full time

Job summary

State Street is seeking a Senior Associate in the Transfer Agency Alternatives Team in Massachusetts. The role focuses on supervising operations, managing client relationships, and ensuring SLA/KPI targets are met in a fast-paced environment.

You will lead day-to-day operations, collaborate with multiple business units, and contribute to various projects while delivering accurate, scalable service to institutional clients.

Qualifications

• 2–3 years mutual fund operations experience
• BS/BA required
• Proficient in MS Office

Responsibilities

• Serve as operational lead for Alternative clients.
• Manage day-to-day operations of groups by handling workflows.
• Develop and maintain strong client relationships.
• Collaborate with TA units and other departments.
• Manage client SLAs and ensure they are met.
• Manage internal and external KPIs and ensure targets are met.
• Contribute to other projects or tasks as assigned

Skills

Operational leadership

Workflow management

Client relationship management

SLA management

KPI management

Project work

Communication

Collaboration

Education

BS/BA

Tools

MS Office

Job description

State Street is seeking a Senior Associate in the Transfer Agency Alternatives Team in Massachusetts. The role focuses on supervising operations, managing client relationships, and ensuring SLA/KPI targets are met in a fast-paced environment.

You will lead day-to-day operations, collaborate with multiple business units, and contribute to various projects while delivering accurate, scalable service to institutional clients.