Transfer Agency, Associate

Transfer Agency, Associate 2 - State Street

Join us as an associate in the Transfer Agency Private Markets Team, where you will play a key role in delivering operational excellence and client service.

• Manage day‑to‑day operations of TA groups by overseeing workflows.
• Develop and maintain strong client relationships.
• Collaborate with other TA business units and departments within State Street.
• Manage client Service Level Agreements and ensure they are met.
• Track internal and external KPIs and ensure they are achieved.
• Participate in projects and tasks as assigned.

• Taking ownership and initiative.
• Ensuring accuracy and quality – detail‑oriented.
• Strong organizational and analytical skills.
• Time management – ability to prioritize.
• Providing outstanding service.
• Effective communication.
• Fostering collaboration and teamwork.

• BS/BA (optional).
• 1–2 years of mutual‑fund operations experience.
• Proficiency in MS Office 365 (Excel, PowerPoint, Power
  
  BI, etc.).

$41,600 – $66,560 per year (primary location).

Not Applicable

Full‑time

Other

Financial Services, Investment Banking, and Investment Management

Competitive benefits package including medical, dental, vision, and retirement plans. Flexible work programs and paid volunteer days. Rich development and educational support.

State Street is an equal‑opportunity and affirmative action employer. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. 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, gender identity or expression, marital status, veteran status, and other characteristics protected by applicable law.

Job : R-780256