Who we are looking for The role holder will be responsible for the oversight of the Transfer Agency Investor & Distributor Services (IDS) team (A1's, A2's & Senior 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.
Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. 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 Transfer Agency IDS Officer you will • Be responsible for the timely sign off of internal processes and reporting to ensure all activity is recorded accurately and in line with agreed Policies and Procedures. • Oversee the Transfer Agency IDS team, managing key priorities on a daily basis, planning team work, managing team resources including recruitment of new staff. • Build and maintain client relationships through regular meetings, forums, ensuring effective communication and client satisfaction. • Act as a point of contact for client escalation. • Develop and implement key improvements on process, procedures and new policy changes into the department. • Work with internal development on system enhancements to improve efficiency and productivity within the team.
What we value These skills will help you succeed in this role • Promote a risk awareness culture within the team • Proactively identify gaps in internal key controls and work with wider TA management group to close gaps. • Responsible for the effective management of the team and all associated HR Policies, performance and career developments. • Participate in department-wide training efforts - draft and deliver training course and facilitate 'on the job' training
Education & Preferred Qualifications • College Degree (preferably in Finance and/or Business Related area) or relevant working experience. • 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. #IJ #LI-HYBRI
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 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
From technology and product innovation to corporate responsibility and community development, 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 - strengthening markets, building communities and creating opportunities for growth.
We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.
For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.