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State Street · 4 weeks ago

Transfer Agency Client Service Manager, Assistant Vice President

Quincy, Massachusetts

Full-time

Onsite

Mid, Senior Level

$70K/yr - $130K/yr

5+ years exp

State Street is one of the largest custodian banks and asset managers globally. The Transfer Agency Client Service Manager will be responsible for validating daily activities, resolving client inquiries, and ensuring adherence to operating procedures while supporting management with new policies and procedures.

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

Financial services experienceManagement experienceOperational backgroundClient service focusProblem assessmentCommunicationInterpersonal skillsTeamworkMotivational skills

Required

BS/BA required

Must have 5-7 years of financial services experience

3+ years of management experience

Operational background

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; 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 (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.