Transfer Agency: Client Services Associate II

STATE STREET CORPORATION; Quincy (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

Employee Assistance Program

Volunteer days

Job summary

State Street Corporation is seeking a Client Services Associate II in North Quincy, MA. The role is client-facing, supporting Transfer Agency clients and the business development manager, handling day-to-day issues and project planning.

You will liaise with clients, launch new products and services, support reporting and audit requests, and coordinate change management events. Strong communication and project management skills are essential.

Qualifications

• BS/BA degree required, minimum of 1 year of related experience, preferably in Transfer Agency.
• Strong verbal and written communication skills are essential.
• Knowledge of computer systems, financial operations and mutual funds is a plus.

Responsibilities

• Act as 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

Strong verbal communication

Strong written communication

Project management

Time management

Financial operations knowledge

Education

BS/BA degree

Job description

State Street Corporation is seeking a Client Services Associate II in North Quincy, MA. The role is client-facing, supporting Transfer Agency clients and the business development manager, handling day-to-day issues and project planning.

You will liaise with clients, launch new products and services, support reporting and audit requests, and coordinate change management events. Strong communication and project management skills are essential.