IFDSI – Dealing Services – Trailer Fee Team, Associate 1

at  State Street

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.
Why this role is important to us:
The team you will be joining is a part of International Financial Data Services (IFDS). IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. IFDS is present in North America, EMEA and APAC. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Specific Duties:

• 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.
• Quality control of transactions processed and client correspondence.
• Ensure business standards and client deadlines are met on a consistent basis.
• Escalate client issues where necessary.
• Assisting in the preparation and distribution of various management and client reporting.
• Ensure an awareness of, and adherence to, the key Transfer Agency controls, risk controls, and fraud controls at all times.

Education / Preferred Qualifications:

• Bachelor’s degree or above.
• Have strong attention to detail and appreciate the importance of completing work ‘right first time’ against daily deadlines.
• You understand the importance of customer service excellence and have a ‘can do’ attitude with strong written and verbal communication skills.
• You are keen to learn and develop and you enjoy being part of an energetic and growing team.

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• 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.
• Quality control of transactions processed and client correspondence.
• Ensure business standards and client deadlines are met on a consistent basis.
• Escalate client issues where necessary.
• Assisting in the preparation and distribution of various management and client reporting.
• Ensure an awareness of, and adherence to, the key Transfer Agency controls, risk controls, and fraud controls at all times