Transfer Agency-Team Lead
State Street(8 days ago)
About this role
The Senior Associate in Transfer Agency plays a crucial role in managing investor transactions, ensuring compliance and accuracy while supporting team members. The position involves overseeing daily operations, resolving complex queries, and contributing to process improvements within the funds management sector.
Required Skills
- Customer Service
- Regulatory Compliance
- Fund Operations
- KYC
- AML
- Data Management
- Transfer Agency Systems
- Microsoft Office
- Attention to Detail
- Communication
Qualifications
- Bachelor’s degree in Finance or related discipline
- 3+ years in transfer agency operations
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