State Street→
Transfer Agency Associate 2 at State Street in Quincy, MA
Entry LevelOn-siteFull-timeQuincy, MA$42k–$67k/yr
Skills
mutual fund operationsms office 365client relationship managementanalytical skillstaking ownership
Job Description
Summary: State Street is one of the largest custodian banks and asset managers in the world, committed to providing innovative financial services. The Transfer Agency Associate 2 will manage day-to-day operations, develop client relationships, and ensure service level agreements are met while collaborating across departments.
Responsibilities:
- Responsible for day to day operations of groups by managing workflows
- Develop and maintain strong client relationships
- Collaborate with other TA business units as well as other departments within State Street
- Responsible for managing client Service Level Agreements and ensuring they are met
- Responsible for managing internal and external KPI’s and ensuring they are met
- Work on other projects or tasks as assigned
Required Qualifications:
- Financial service experience
- Ability to manage multiple tasks in a fast-paced and dynamic environment
- 1 – 2 years of mutual fund operations experience
- Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)
- Strong organizational and analytical skills
- Time management skills – ability to prioritize
- Effective Communication
- Fostering Collaboration and Teamwork
- Taking Ownership and Initiative
- Ensuring accuracy and quality – detail oriented
Preferred Qualifications:
- BS/BA
Required Skills: Mutual fund operations, MS Office 365
Important Skills: Client relationship management
Nice-to-Have Skills: Analytical skills, Taking ownership
Benefits: Retirement savings plan (401K) with company match, Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages, Paid-time off including vacation, sick leave, short term disability, and family care responsibilities, Access to our Employee Assistance Program, Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans), Eligibility for certain tax advantaged savings plans, Paid volunteer days, Matching gift programs, Access to employee networks
Benefits
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Paid volunteer days
Matching gift programs
Access to employee networks