Who we are looking for?
We are looking for an experienced Transfer Agency professional with strong client relationship, operational oversight and problem-solving skills. The successful candidate will act as a key point of contact for clients, coordinate service delivery across internal teams and proactively manage issues, risks and service improvements. They should be a confident communicator who can work independently, build effective stakeholder relationships and deliver a consistently high standard of client service.
Why this role is important to us
This role is important because it provides a clear connection between our clients and Transfer Agency operations, helping to ensure consistent, high-quality service and effective oversight of issues, risks and key deliverables. By coordinating teams, strengthening client relationships and identifying service improvements, the role supports positive investor outcomes and protects State Street’s reputation as a trusted service partner.
What you will be responsible for
Leadership & Relationship Management
Serve as the key point of contact for clients regarding TA services.
Lead client servicing efforts, ensuring operational events are coordinated and executed within a robust risk framework.
Build and maintain strong relationships with TA operational teams and broader State Street departments.
Client Servicing
Deliver exceptional service and act as the escalation point for all TA-related client issues.
Represent TA in due diligence and service review meetings.
Maintain service logs and monitor KPIs and SLAs.
Collaborate with Client Relationship Managers and the Global Client Division to ensure coordinated service delivery.
Operational Oversight
Monitor daily service delivery and ensure quality standards are met.
Review and coordinate completion of Due Diligence Questionnaires and Distributor Agreements.
Engage with clients on operational efficiencies and service enhancements.
Stay informed on industry developments and regulatory changes.
Issue & Error Management
Act as the escalation point for client issues post-internal investigation.
Coordinate resolution of errors and missed deliverables with operational managers.
Support communication and resolution of client complaints
What we value
Proven experience in Transfer Agency operations, ideally in a client-facing role.
Strong understanding of TA processes including investor servicing, transaction processing, and regulatory compliance.
Excellent communication, stakeholder management, and problem-solving skills.
Ability to lead through complexity, make informed decisions and manage competing priorities.
Client and investor-focused leadership with a commitment to service excellence and regulatory quality.
Ability to lead cross-functional teams and manage complex client relationships.
Familiarity with AML/KYC, fund launches, and client onboarding processes
Ability to proactively work under own initiative
Team skills – demonstrated ability to work with people at different levels
Education & Preferred Qualifications
Degree level at any discipline is preferred, but not essential
Comprehensive knowledge of systems, including Microsoft Office applications, is required
4-6 years experience in financial services, with at least 3 years in Transfer Agency or client facing role
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Skills Required
- Proven experience in Transfer Agency operations, ideally in a client-facing role
- Strong understanding of Transfer Agency processes, including investor servicing, transaction processing, and regulatory compliance
- Excellent communication, stakeholder management, and problem-solving skills
- Ability to lead through complexity, make informed decisions, and manage competing priorities
- Ability to lead cross-functional teams and manage complex client relationships
- Familiarity with AML/KYC, fund launches, and client onboarding processes
- Ability to proactively work under own initiative
- Demonstrated ability to work with people at different levels
- Degree-level education in any discipline
- Comprehensive knowledge of systems, including Microsoft Office applications
- 4-6 years of experience in financial services, including at least 3 years in Transfer Agency or a client-facing role
State Street Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about State Street and has not been reviewed or approved by State Street.
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Retirement Support — Retirement support is framed as a standout component, highlighted by a 401(k) match described as 100% on the first 6% of base salary. This is positioned as a meaningful offset to less competitive cash compensation for some roles.
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Leave & Time Off Breadth — Leave and time off are portrayed as relatively robust, with references to multi-week vacation, paid holidays, sick time, and additional days tied to wellness or volunteering. This breadth is repeatedly treated as a tangible part of total rewards beyond base pay.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle benefits are presented as extensive, including the BeWell program, fitness discounts, onsite or supported health resources, and financial counseling. These offerings are depicted as strengthening the overall benefits proposition even when pay satisfaction is tepid.
State Street Insights
What We Do
At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future
