Transfer Agency, Associate 2

State Street; Quincy (CA); On-site; USD 42,000 - 67,000; Full time

Job summary

State Street is seeking a Client Services Associate II in North Quincy, MA. You will act as the liaison for clients, help launch new client products and services, and support reporting and audits. You will coordinate change events and respond to inquiries while backing a small Client Services team with onshore and offshore members.

This role emphasizes strong communication, project and time management skills, and familiarity with financial operations and mutual funds.

Qualifications

• BS/BA degree required.
• Minimum of 1 year of related experience, preferably in Transfer Agency.
• Strong client-facing communication skills.

Responsibilities

• Act as the liaison for the client and other interested parties within their organization.
• Assist with launching new client products, funds, classes, and services.
• Support Reporting and Audit requests.
• Coordinate change management events.
• Respond timely to client and internal inquiries.
• Provide support to Client Services team of 2 onshore and 2 offshore associates.

Skills

Verbal communication

Written communication

Project management

Time management

Financial operations knowledge

Mutual fund industry knowledge

Education

BS/BA degree

Job description

Who we are looking for

The Transfer Agency is looking for candidates for the role of Client Services Associate II. The is client facing, supporting several Transfer Agency clients, and their associated business development manager (BDM). The responsibilities involve both responding to and engaging with the client to solve day to day issues as well as planning for future projects. This job is located in North Quincy, MA.

Why this role is important to us

The 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 to provide responsive support for both deliverables and ad-hoc requests. 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 for

As TA Client Service Associate II you will

Act as the liaison for the client and other interested parties within their organization

• Assist with launching new client products, funds, classes, and services

• Support Reporting and Audit requests

• Coordinate change management events

• Respond timely to client and internal inquiries

• Provide support to Client Services team of 2 onshore and 2 offshore associates

What we value

• These skills will help you succeed in this role

• Strong verbal and written communication skills

• Strong project and time management skills

• Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus

Education & Preferred Qualifications

• BS/BA degree required

• Minimum of 1 year of related experience, preferably in Transfer Agency

About State Street

What 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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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 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 programs 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/careers

Salary Range:

$41,600 - $66,560 Annual

The 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 Street

Across 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/careers

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Job 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.