Client Service Senior Associate, Transfer Agency Ontario

Client Service Senior Associate, Transfer Agency Ontario

27 Aug
|
State Street
|
Ontario

27 Aug

State Street

Ontario

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 workplace 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 exact 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
• Solid 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.
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📌 Client Service Senior Associate, Transfer Agency Ontario
🏢 State Street
📍 Ontario

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