State Street · 1 day ago
Transfer Agency Client Service Manager, Assistant Vice President
Quincy, MA
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $130K/yr
5+ years expState Street is one of the largest custodian banks and asset managers in the world, providing investment servicing and management to institutional clients. The Transfer Agency Client Service Manager will be responsible for validating daily activities, resolving client inquiries, and ensuring compliance with regulatory requirements while supporting management in various operational tasks.
BankingFinanceFinancial Services
Responsibilities
Validate and review all daily activity while maintaining all required controls Research and resolve exceptions and issues
Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary
Define and ensure successful completion of ad-hoc requests
Escalate unresolved issues to management as required
Reconcile and resolve discrepancies with other teams as needed
Ensure appropriate records of daily and monthly activities are kept
Perform daily or weekly reporting functions for the team’s activities
Ensure adherence to Standard Operating Procedures
Keep up to date on broader internal/external business issues; apply knowledge across team
Assist management in the implementation of new policies and procedures, participate in projects
Assist with workflow management and technology enhancements
Make suggestions to streamline operations
Maintain knowledge of current alternative procedures and processes
Support training of new hires as necessary
During the course of normal day to day operations, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
Perform duties of Associates and provide back-up management support if required
Provide Compliance support to the Institutional TA and contribute to projects in a fast-paced environment
Perform tasks related to regulatory and tax requirements, including tax form and certificate production, AML investor authorization services, Rule 22c-2 services, legal review and coordination of internal and external audit request fulfillment
Perform other duties as assigned
Qualification
Required
BS/BA required
Must have 5-7 years of financial services experience
3+ years of management experience
Operational background
Demonstrated skills in problem assessment and solutioning, as well as ability to work in a collaborative fashion to solve complex issues
Excellent communication skills, both written and verbal, necessary for interactions internally and with our clients
Exceptional interpersonal skills, with ability to build trust and forge good working relationships with senior leaders
Proven ability to achieve results, with persistence and influence, as necessary. Promoting teamwork within the department and across the organization
Ability to execute on multiple priorities simultaneously; driving execution and delivering results
Demonstrated ability to motivate employees, build teams/relationships, and manage/lead successfully in a global/matrix environment
Energetic approach with constant focus on how we can better service our clients every day
Benefits
Generous medical care
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
Eligibility for certain tax advantaged savings plans
Paid volunteer days
Matching gift program
Access to employee networks that help you stay connected to what matters to you
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
Andrew Zitney
Executive Vice President, Chief Technology Officer
Recent News
2025-12-30
2025-12-30
2025-12-18
Company data provided by crunchbase