Who we are looking for?

We are looking for an experienced Transfer Agency professional with strong client relationship, operational oversight and problem-solving skills. The successful candidate will act as a key point of contact for clients, coordinate service delivery across internal teams and proactively manage issues, risks and service improvements. They should be a confident communicator who can work independently, build effective stakeholder relationships and deliver a consistently high standard of client service.

Why this role is important to us

This role is important because it provides a clear connection between our clients and Transfer Agency operations, helping to ensure consistent, high-quality service and effective oversight of issues, risks and key deliverables. By coordinating teams, strengthening client relationships and identifying service improvements, the role supports positive investor outcomes and protects State Street’s reputation as a trusted service partner.

What you will be responsible for

Leadership & Relationship Management

• Serve as the key point of contact for clients regarding TA services.

• Lead client servicing efforts, ensuring operational events are coordinated and executed within a robust risk framework.

• Build and maintain strong relationships with TA operational teams and broader State Street departments.

Client Servicing

• Deliver exceptional service and act as the escalation point for all TA-related client issues.

• Represent TA in due diligence and service review meetings.

• Maintain service logs and monitor KPIs and SLAs.

• Collaborate with Client Relationship Managers and the Global Client Division to ensure coordinated service delivery.

Operational Oversight

• Monitor daily service delivery and ensure quality standards are met.

• Review and coordinate completion of Due Diligence Questionnaires and Distributor Agreements.

• Engage with clients on operational efficiencies and service enhancements.

• Stay informed on industry developments and regulatory changes.

Issue & Error Management

• Act as the escalation point for client issues post-internal investigation.

• Coordinate resolution of errors and missed deliverables with operational managers.

• Support communication and resolution of client complaints

What we value

• Proven experience in Transfer Agency operations, ideally in a client-facing role.

• Strong understanding of TA processes including investor servicing, transaction processing, and regulatory compliance.

• Excellent communication, stakeholder management, and problem-solving skills.

• Ability to lead through complexity, make informed decisions and manage competing priorities. 

• Client and investor-focused leadership with a commitment to service excellence and regulatory quality. 

• Ability to lead cross-functional teams and manage complex client relationships.

• Familiarity with AML/KYC, fund launches, and client onboarding processes

• Ability to proactively work under own initiative

• Team skills – demonstrated ability to work with people at different levels

Education & Preferred Qualifications

• Degree level at any discipline is preferred, but not essential

• Comprehensive knowledge of systems, including Microsoft Office applications, is required

• 4-6 years experience in financial services, with at least 3 years in Transfer Agency or client facing role

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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