About this role
Job Description
Who we are looking for
The Transfer Agency is looking for candidates for the role of Client Services Associate II. The is client facing, supporting several Transfer Agency clients, and their associated business development manager (BDM). The responsibilities involve both responding to and engaging with the client to solve day to day issues as well as planning for future projects. This job is located in North Quincy, MA.
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 to provide responsive support for both deliverables and ad-hoc requests. 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 TA Client Service Associate II you will
Act as the liaison for the client and other interested parties within their organization
- Assist with launching new client products, funds, classes, and services
- Support Reporting and Audit requests
- Coordinate change management events
- Respond timely to client and internal inquiries
- Provide support to Client Services team of 2 onshore and 2 offshore associates
What we value
- These skills will help you succeed in this role
- Strong verbal and written communication skills
- Strong project and time management skills
- Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus
- Education & Preferred Qualifications
- BS/BA degree required
- Minimum of 1 year of related experience, preferably in Transfer Agency
Salary Range:
$41,600 - $66,560 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.
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.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
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.
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Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.