Transfer Agency, Associate 2

About the role

The Transfer Agency is looking for candidates for the role of Client Services Associate II. The role is client facing, supporting several Transfer Agency clients and their associated business development manager (BDM). Responsibilities involve 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. 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. 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.

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

Requirements

• BS/BA degree required
• Minimum of 1 year of related experience, preferably in Transfer Agency

Skills

• 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

Benefits

• 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 Employee Assistance Program
• Incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans)
• Eligibility for certain tax advantaged savings plans
• Flexible work programs
• Development programs and educational support
• Paid volunteer days and matching gift programs
• Access to employee networks

Pay

Salary range: $41,600 - $66,560 annual