Transfer Agent - Client Service Specialist, Officer

Who we are looking for:

The Client Service Management Team is dedicated to TA specifically and will independently champion the 'voice' of the client across all TA Teams ensuring an enriched client experience. Under the supervision of the Head of Client and Distributor Services, the responsibility of the Client Service Manager (CSM) is to provide leadership of issue resolution and client management within Transfer Agency. The individual must have a strong sense of ownership and the capacity to work collaboratively across all internal functional areas of TA in order to drive solutions for our client's day-to-day challenges. In addition, the CSM must work closely with the Client Relationship Manager who has overall relationship responsibility across all services (Accounting, Custody, and TA) and P&L, to ensure the delivery of TA services and relationship towards the end client is a seamless part of the holistic solutions package. Why this role is important to us

The team you will be joining is a part of International Financial Data Services (IFDS). IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. IFDS is present in North America, EMEA and APAC.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Transfer Agent- Client Service Management Officer you will:

• The CSM is responsible for maintaining a full and detailed awareness of their allocated clients in the context of TA servicing and all up and down stream interactions, in addition to having a general awareness of the global relationship, services solutions provided by the corporate group, and how TA services contribute to the whole. 
• Deep technical knowledge of Transfer Agency functions across all operational areas.
• Provide secondary oversight across departments in order to manage client challenges end-to-end and provide experienced support to allow functional teams to make sound operational decisions centred on the client result.
• Handle and resolve complex or unusual operational and managerial problems, primarily related to TA, that are referred to the CSM the client or any internal party.
• Act as escalation for Clients, in monthly service reviews and weekly issues log calls as required, be a senior representative for all Transfer Agency topics.
• Ensure that procedures, policies, and processes are adhered to so that a high-quality service is delivered to our clients. Drive procedural changes to improve performance in the department.
• Contribute and guide the development of operating models to deal with changes in the client situation (Volumes, complexity, distribution patterns, etc.)
• Support Change Management to roll out services to new funds and ensure the smooth transition into TA operating teams.
• Lead and contribute to operational, client, risk, and audit meetings as required.
• Foster and develop close working relationships with other departments and locations to ensure that client requirements and perceptions are understood by the operations teams as well as the CSM keeping abreast of operational constraints and developments in order to manage communication towards the external client.

What we value

These skills will help you succeed in this role:

• Technical competencies
• Organization
• Ability to work in a volume driven environment
• Team Player

Education & Preferred Qualifications:

• Operation management experience (at least 2 years in a management position)    
• Good knowledge about Fund Industry and Financial Market in general
• Knowledgeable in Luxembourg regulatory environment and a good understanding of Luxembourg fund legal structure
• Advanced Computer Skills (Microsoft Office Excel, Word, PowerPoint, Outlook, Internet)
• Excellent communication, organisational and problem-solving skills
• Fluent in English (written and oral)

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 location, 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 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.

As part of the State Street pre-hire background screening process, we apply a risk-based approach to determine the requirement of carrying out such checks on candidates, including criminal record checks. This role is judged to be sufficiently sensitive to warrant carrying out a criminal record check. By applying for this job you are consenting to State Street completing background checks including criminal record checks.

For further information, and to apply, please visit our website via the “Apply” button below.