Client Service Senior Associate, Transfer Agency Toronto (Canada)

Client Service Senior Associate, Transfer Agency Toronto (Canada)

30 Aug
|
State Street
|
Canada

30 Aug

State Street

Canada

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
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.

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

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