Alternative Investment Services (AIS)- Transfer Agency, Senior Associate at State Street Corporation - United States

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

84000.0

Posted On

14 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Transfer Agency, Client Service, Oversight, Escalation Management, Policy Adherence, Process Improvement, Risk Awareness, Performance Management, Client Relationship Management, Technical Query Resolution, Training Delivery, Operational Knowledge, Microsoft Office, Excel, Multi Tasking, Deadline Management

Industry

Financial Services

Description

Who we are looking for The role holder will be responsible for the oversight of the Transfer Agency client service team of Associates, management of the client relationships and acting as a point of escalation for the team on any technical issues. They will ensure that policies and procedures are followed and that best practices are applied. They will continuously look for enhancements to create greater efficiencies and productivity within the team. Why this role is important to us State Street is a global leader in alternative investments fund administration. Our vision is to further advance our position as a premier, full-service global provider to the alternative investments marketplace though innovative product solutions, broad industry expertise and excellent service levels. To continue to achieve this vision, we require new and motivated talent. 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 Alternative Investment Services Transfer Agency Supervisor, you will be Day to day supervision of the Transfer Agency Associate 1s and Associate 2s ensuring daily, weekly and monthly deliverables are met in accordance with internal controls. Identify key priorities within the team on a daily basis and assign appropriately to ensure delivery of all tasks. Actively manage day to day relationship with the clients, escalating issues to their manager, when required. Day to day performance management of the team, one to one meetings and annual performance cycle ensuring development and review of staff against goals. Act as a point of escalation for the team for technical and client queries providing an efficient and swift service to Investors. Foster and act as a role model to build risk awareness within the team. Proactively seek greater productivities in the team through process improvements & automation where applicable. Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training. What we value These skills will help you succeed in this role Promote a risk awareness culture within the team to drive the zero error policy. Proactively identify gaps in internal key controls and work with wider TA manager/director group to close gaps. Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training Core Competencies and Skills Strong funds servicing operational knowledge, client servicing, process improvement and project delivery. Ability to communicate clearly with colleagues and managers. Collaborate with colleagues and Support opportunities to reduce risk by eliminating non-standard processes with manager engagement. Understand client service requirements and KPIs and support their delivery. Education & Preferred Qualifications Third level qualification and/or 2 years level experience in financial services industry Proficient in Microsoft Office applications in particular Excel. Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure. Experience in Client Relationship Management is essential for this role. 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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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: $51,000 - $84,000 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. 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 Read our CEO Statement

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Responsibilities

The role involves supervising the Transfer Agency client service team, ensuring daily, weekly, and monthly deliverables are met, and actively managing day-to-day client relationships. Responsibilities also include performance management, acting as a point of escalation for technical and client queries, and proactively seeking productivity enhancements through process improvements.