Alternative Investment Transfer Agency, Senior Associate

Alternative Investment Transfer Agency, Senior Associate Overview 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. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. What You Will Be Responsible For 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 and automation where applicable. Participate in department wide training efforts – draft and deliver training course and facilitate on the job training. What We Value 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 Job ID: R- Job Information Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Industries: Financial Services, Investment Banking, and Investment Management Referrals increase your chances of interviewing at State Street by 2x Sign in to set job alerts for “Senior Investment Associate” roles. Other relevant openings listed below may include: Investment Banking Analyst - New Grad (Mining & Metals); Investment Banking Analyst - Infrastructure M&A Advisory - 2026; Mississauga, Ontario, Canada CA$65,000.00-CA$75,000.00; Additional roles: Senior Manager, Chief Investment Office Finance; Senior Manager, Pooled Investment Vehicles (International); Senior Manager, Pooled Investment Vehicles (Ultra High Net worth); Business Analyst, Investment Data Operations; Associate Director, Investments (Bilingual); Senior Business Analyst, Global Investment Management Office; Associate Director, Investment Solutions - SLC Management; Alternative Investment Transfer Agency Manager, Officer; Senior Manager, Investment Communications; Senior Consultant, Investment Management - Report and Interface Product Manager. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr