Transfer Agency - Dealing Team, Associate 2

Who we are looking for:

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:

Client Service:

Complete tasks including the handling of queries, to a high quality, to meet client requirements in a timely and accurate manner

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

Actively initiate Error, Fines & Loss analysis

Escalate client issues where necessary

Technical:

Adhere to procedures in relation to all tasks

Administration of Clients trades and maintenance of register, processing of cash movements and reconciliation

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

Communication:

Liaise with other departments in an effective manner

Provide/seek regular feedback to team leader

Team:

Act as an effective team player & deputies for immediate supervisor when appropriate

Show organization skills for oneself and others

Display effective team focus by assisting colleagues in their daily routine

Positively influencing team morale in order to achieve set standards and goals

Show willingness to assume additional tasks in order to share workload within team/department

Maintaining a “can do” attitude

General:

Display initiative

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:

To exercise due care and diligence, ensuring the areas the role is responsible for are organized and controlled

To comply with the regulatory regimes in which IFDS operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role

Education & Preferred Qualifications:

Specific knowledge, skills and qualifications needed to achieve required performance standards in a role.

Detailed understanding of procedural, technical and product requirements within Transfer Agency business

Excellent administrative and business support skills, with the ability to multi-task and to work calmly under pressure.

Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint

Strong written & verbal communication skills

Excellent organizational, planning and co-ordination skills.

Ability to work accurately to tight deadlines

Proactive and able to work independently and as part of a team

Personable and Enthusiastic

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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