Transfer Agency Client Services Associate, Associate 2 at State Street in Quincy, Massachusetts

Job Description:

What you will be responsible for

• Validate or resolve discrepancies per client specific guidelines.


• Trouble shooting ID issues for our clients.


• Be responsible for the establishment of external client/investor/interested party IDs, ensuring successful progression through the ID creation life cycle.


• Validate account information, as required, while troubleshooting ID and access issues that arise.


• Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the Transfer Agency and deliver excellent service to clients.


• Leveraging procedures and workflows as drafted but looking for further areas to optimize the process, partnering with our Product and governance counterparts to do so.


• Metrics and reporting as needed.


• Escalate unresolved issues to management as required.


• Monitor and ensure internal and external inquiries are researched and resolved timely.


• Monitor upcoming client deliverables.


• Ensure adherence to Standard Operating Procedures, and share knowledge across the team.


• Assist management in the implementation of new policies, SOPs, and procedures, participates in projects.


• Other duties as assigned.

• Bachelor's or Master's in Finance major


• Great communicational skill


• Excellent administrative and organizational skills with demonstrated ability to multi-task and to work efficiently to meet client deliverables.

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs 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 perspectives 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 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 programs 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:
$41,600 - $60,320 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.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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