Client Service Senior Associate, Transfer Agency (Winnipeg)

Client Service Senior Associate, Transfer Agency (Winnipeg)

26 Aug
|
State Street
|
Winnipeg

26 Aug

State Street

Winnipeg

Become a Client Service Senior Associate at State Street, overseeing Transfer Agency operations while enhancing client satisfaction. Your leadership will drive team productivity and growth.

In this role, you will manage a dedicated team of associates, ensuring best practices and adherence to policies. You will build client rapport through frequent engagement and act as a critical contact for escalations. By identifying operational gaps and enhancing efficiencies, you'll foster a collaborative learning environment that strengthens staff development and retention.

Key Responsibilities: • Supervise Transfer Agency team daily activities • Implement HR and performance management strategies • Cultivate client relationships through regular communication • Guarantee precise NAV and fund reporting • Champion risk awareness and zero-error initiatives

Requirements: • Minimum 4 years in Fund Administration • At least 2 years in people management • Robust understanding of AML and related regulations • Previous experience with Private Equity funds • Advanced skills in Microsoft Office, especially Excel

Lead client service excellence and operational efficiency at State Street. #J-18808-Ljbffr

📌 Client Service Senior Associate, Transfer Agency (Winnipeg)
🏢 State Street
📍 Winnipeg

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