Who we are looking for

The role holder will be responsible for the oversight of the Transfer Agency Investor & Distributor Services (IDS) team (A1’s, A2’s & Senior Associates), management of the client relationships and acting as a point of escalation for the team on any technical issues. They will ensure that policies and procedures are followed and that best practices are applied. They will continuously look for enhancements to create greater efficiencies and productivity within the team

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

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 Transfer Agency IDS Officer you will

• Be responsible for the timely sign off of internal processes and reporting to ensure all activity is recorded accurately and in line with agreed Policies and Procedures.

• Oversee the Transfer Agency IDS team, managing key priorities on a daily basis, planning team work, managing team resources including recruitment of new staff.

• Build and maintain client relationships through regular meetings, forums, ensuring effective communication and client satisfaction.

• Act as a point of contact for client escalation.

• Develop and implement key improvements on process, procedures and new policy changes into the department.

• Work with internal development on system enhancements to improve efficiency and productivity within the team.

What we value

These skills will help you succeed in this role

• Promote a risk awareness culture within the team

• Proactively identify gaps in internal key controls and work with wider TA management group to close gaps.

• Responsible for the effective management of the team and all associated HR Policies, performance and career developments.

• Participate in department-wide training efforts – draft and deliver training course and facilitate ‘on the job’ training

Education & Preferred Qualifications

• College Degree (preferably in Finance and/or Business Related area) or relevant working experience.

• Proficient in Microsoft Office applications in particular Excel.

• Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure.

• Experience in Client Relationship Management.