Transfer Agency, Associate 1

Who we are looking for:

Perform investor AML/KYC reviews and deliver high quality client service both internally and externally by incorporating experience and industry knowledge in daily workflow so as to complete increasingly complex tasks on time and accurately.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

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 like yours to help navigate employees and the organization. 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 for:

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 administrators.

Ensure business standards and client deadlines are met on a consistent basis.

Ensuring all applicable AML / KYC requirements are met.

Escalate client issues where necessary.

Adhere to procedures in relation to all tasks.

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.

Gain broad expertise on company products.

Build and maintain internal network of contacts.

Display thorough understanding of the following tasks.

Administration of Clients/Investors correspondence.

Display awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items, displaying effective time management.

What we value:

These skills will help you succeed in this role:

Strong analytical skills and an attention to detail and accuracy.

Strong problem-solving skills.

Ability to perform effectively within strict client deadlines.

Ability to escalate where appropriate.

Education & Preferred Qualifications:

Degree level at any discipline is preferred, but not essential.

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.

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