Transfer Agency Client Service Manager, Assistant Vice President
State Street(2 months ago)
About this role
A manager-level role at State Street overseeing institutional transfer agency operations and compliance within the firm’s asset servicing business. The role supports regulatory and tax-related activities, ensures adherence to internal controls and policies, and represents the team in cross-functional and client interactions. It sits within a large custodian bank focused on servicing institutional investors.
Required Skills
- Reconciliation
- Reporting
- Compliance
- AML
- Tax Documentation
- Audit Coordination
- Workflow Management
- SOP Adherence
- Team Leadership
- Client Communication
Qualifications
- BS/BA
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