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Transfer Agency Account Manager at State Street - ApplyBlast

Transfer Agency Account Manager

State Street

1 month ago

3.4 on Glassdoor

Sydney, New South Wales, Australia

Onsite

Full Time

Junior

0 applicants

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About this role

This role involves preparing and processing daily transactions, including applications, redemptions, and switches, while ensuring compliance with legislation and company policies. The position requires performing AML/KYC checks, maintaining unit holder records, and responding to customer queries to deliver accurate operational outputs within agreed timeframes. The role focuses on maintaining high-quality service standards and supporting the Transfer Agency team's objectives.

Responsibilities

Validate and process transactions including applications, redemptions, switches, and transfers
Perform AML/KYC checks on new unit holders and maintain customer records
Respond to customer queries and ensure operational registry deliverables are met

Skills

About State Street

statestreet.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1792

View Profile

State Street is a global financial services company offering investment servicing, investment management, markets trading and financing, and data intelligence solutions to institutional clients across 100+ markets. Through its capabilities in custody, accounting, foreign exchange, and proprietary data-driven insights, it helps investors manage risk, access liquidity, and optimize performance. State Street also operates SPDR ETFs and conducts leading market research through its annual Markets Research Retreat.