Transfer Agency, Associate2
Transfer Agency, Associate2
State Street7-10 Years
- Posted 14 hours ago
- Be among the first 10 applicants
Job Description
Job Responsibilities
Handle fund account opening operations.
Process fund transactions, account reconciliations, and other related operational activities.
Execute operational tasks related to fund management companies and centralized securities depository platforms.
Provide client service and resolve various inquiries and issues.
Assist in project planning and implementation.
Perform system operations and testing for both domestic and offshore funds.
Qualifications
Complete other duties and assignments as required by management.
Bachelor's degree in Business Administration, Finance, Management, or a related field.
7-10 years of experience in shareholder services operations or client service within asset management firms, banks, or securities companies.
Experience In ETF Shareholder Services Operations Is Highly Preferred.
Intermediate level of English proficiency.
Relevant licenses/certifications for the securities investment trust and consulting industry are required.
Proactive, enthusiastic, and equipped with strong communication and interpersonal skills.
Fast learner with a collaborative team-oriented mindset.
Detail-oriented, patient, and able to perform effectively under pressure.
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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job ID: R-797866
Handle fund account opening operations.
Process fund transactions, account reconciliations, and other related operational activities.
Execute operational tasks related to fund management companies and centralized securities depository platforms.
Provide client service and resolve various inquiries and issues.
Assist in project planning and implementation.
Perform system operations and testing for both domestic and offshore funds.
Qualifications
Complete other duties and assignments as required by management.
Bachelor's degree in Business Administration, Finance, Management, or a related field.
7-10 years of experience in shareholder services operations or client service within asset management firms, banks, or securities companies.
Experience In ETF Shareholder Services Operations Is Highly Preferred.
Intermediate level of English proficiency.
Relevant licenses/certifications for the securities investment trust and consulting industry are required.
Proactive, enthusiastic, and equipped with strong communication and interpersonal skills.
Fast learner with a collaborative team-oriented mindset.
Detail-oriented, patient, and able to perform effectively under pressure.
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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job ID: R-797866
More Info
Key Skills
operational tasks related to fund management
project planning and implementation
relevant licenses certifications for the securities investment trust and consulting industry
system operations and testing
ETF Shareholder Services Operations
fund transactions
account reconciliations
centralized securities depository platforms
fund account opening operations
About Company
Skills:
operational activities , testing for onshore mutual funds, consulting certifications, System Operations, mutual fund transactions, mutual fund account opening, Client Service, account reconciliations, etfs, Project Planning