IDS Transfer Agency, Senior Associate

IDS TA Senior Associate Role

The role holder will be responsible for the daily supervision of Transfer Agency Juniors, providing an efficient and responsive service to all clients/investors, ensuring internal and external client deliverables are met and quality customer service is maintained, whilst ensuring full compliance with internal controls and procedures. They will act as a point of escalation for juniors on technical and client/ investor queries. 

 
Job Description 
 

Principal Accountabilities 

• Day to day supervision of the Transfer Agency daily, weekly and monthly deliverables
• Responsible for monitoring and tracking team activity against all shared mailboxes and assisting the team with queries. 
• Identify key priorities within the team on a daily basis and assign appropriately to ensure delivery of all tasks. 
• Actively manage day to day relationship with the clients, escalating issues to their Manager when required. 
• Work closely with your peers in other TA teams to ensure timely responses to investor and client queries where the IDS team is unable to self-serve and require support from the operations SMEs.
• Support your manager with day-to-day performance management of the team and annual performance cycle ensuring development and review of staff against goals. 
• Act as a point of escalation for the team for technical and client /investor queries and ensure professional and timely responses to queries.
• Foster and act as a role model to build risk awareness within the team. 
• Proactively seek greater productivities in the team through process improvements & automation where applicable. 
• Participate in department wide training efforts and facilitate ‘on the job’ training. 

Context of the role

• The Senior Associate will review A1 and A2’s work where required.
• Participate in data review, including checking and sign-off of work, where controls require Senior Associate sign-off.

Relationships 

• Subordinates –coach and mentor team members, act as a point of escalation.
• Superiors – provide direct support for managers and provide regular status updates to managers. 
• External – Build positive client and investor relationships and ensure deliverables are met. 

 
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Knowledge and Experience 
 

• Third level qualification and/or 2 years level experience in financial services industry
• Client Service experience preferred.
• Experience in working to tight deadlines, with an ability to multitask and to work calmly under pressure. 
   

Why you should join us 

• Generous holiday entitlements, including additional Birthday Day Off and Paid Volunteer Days 
• Supportive and encouraged hybrid work-life balance 
• Expansive inclusion, diversity and equity programme 
• Private medical insurance, health screenings, flu vaccinations and eye testing 
• Employee wellbeing and mental health support programme 
• Parental and caretaker support 
• Attractive pension plan 
• Life assurance and long-term disability support 
• Multiple local community volunteering opportunities 
• Profit sharing scheme 

Inclusion, Diversity and Equity 

Inclusion, diversity and equity is our company-wide effort strongly supported by our State Street Ireland senior management team, which recognizes unique talents of our employees to ensure that they feel engaged and valued. 

We provide local support to more than 24 employee networks with over 100 chapters across the globe, regional/country teams and business units’ employee action committees. We are very proud of our employees ongoing engagement in developing our culture and values. We recognize and value the strength that comes from diversity and engage with industry partners to drive this forward collectively. 

We will continue to nourish our culture, so every employee feels valued, inspired and empowered to leverage their diverse experiences and identities, which provide innovative, authentic and enhanced service to our clients and to our community, and each other. 

About State Street 

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. 

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. 

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. 

State Street is an equal opportunity and affirmative action employer. 

Discover more at StateStreet.com/careers