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Transfer Agency Shareholder Services - Associate II

State Street

State Street

Quincy, MA, USA
Posted on Monday, August 21, 2023

Who we are looking for

We are looking for an experienced full-time candidate to join the onshore Transfer Agency's Web Services / Call Center in North Quincy, MA. The candidate will not only be asked to focus primarily on the daily review of key client and internal deliverables. The candidate must provide daily exceptional pone coverage, responding to client’s inquiry. The team you will be joining plays an integral role in the overall success of the Transfer Agency, in your role you will be expected to provide support across multiple teams. This candidate will be expected to be extremely detail oriented and help us build a resilient team. The candidate must also be able to contribute and cooperate as a teammate in our current environment.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 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 a Senior Associate you will

  • Validate or resolve discrepancies per client specific guidelines.

  • Ensure prompt follow up on issue escalations and facilitate timely problem resolution to mitigate risk to the Transfer Agency and deliver excellent service to clients.

  • Escalate unresolved issues to management as required.

  • Proactively monitor and ensure internal and external inquiries are researched and resolved timely.

  • Monitor upcoming client deliverables.

  • Ensure adherence to Standard Operating Procedures, and share knowledge across the team.

  • Assist management in the implementation of new policies, and procedures.

  • Participate in multiple projects.

  • Other duties as assigned.

What we value

These skills will help you succeed in this role

  • Good interpersonal, organizational and management skills.

  • Communicates effectively.

Education & Preferred Qualifications.

  • College or University degree,

  • At least 2 to 4 years of Customer Services experience.

  • Solid understanding of Transfer Agency functions.

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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

Salary Range:

$41,600 - $60,320 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.