Transfer Agency - Team Lead
State Street(1 month ago)
About this role
The Transfer Agency Senior Associate at State Street is responsible for ensuring accurate and efficient administration of investor transactions and records within the funds management environment. Reporting to the Transfer Agency Manager, the role supports daily operations, escalates and resolves complex investor queries, and provides guidance to junior team members.
Required Skills
- Transaction Processing
- Reconciliations
- Investor Onboarding
- AML/KYC
- Client Servicing
- Database Management
- Reporting
- Process Improvement
- Mentoring
- User Acceptance Testing
+2 more
Qualifications
- Bachelor's Degree in Finance or Business
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