Senior Associate, Transfer Agency

About the role

State Street is looking for a Senior Associate in its Transfer Agency in Singapore. The role provides management and direction of the team and its resources so that internal and external client deliverables are met and quality customer service is maintained. A key responsibility is hiring, training, motivating, appraising and retaining staff to achieve individual and departmental goals, with a focus on change management and risk management.

Key responsibilities

• Client service: resolve outstanding queries promptly, maintain regular client contact, act as escalation point for client issues and manage them to resolution, and ensure client calls and a client service plan are in place
• Onboarding: review KYC, AML and due diligence documentation for completeness, and maintain investor information for FATCA and CRS
• TA oversight: supervise subscription, redemption, switch, transfer and distribution processed by the back office team
• Business and process improvement: promote retention and acquisition of business, keep specialist knowledge current, and proactively improve processes for efficiency and risk reduction
• Data review: take part in data checks and sign off work where controls require Senior Associate sign-off
• Meetings and reporting: attend operational, client, risk, audit and regulatory meetings, prepare and analyse management information, and represent the organisation professionally to clients, potential clients and vendors
• HR and compliance: apply HR policies and procedures, support BCP procedures and controls, adhere to key TA controls, and manage change in the department

Required profile

• Approximately 3 years of experience in a similar environment
• Good procedural, technical and product knowledge of the Transfer Agency business, complemented by an understanding of Fund Accounting, Custody and the regulatory background of the funds industry
• Excellent administrative, organisational and business support skills, able to multi-task and work calmly under pressure
• Meticulous, accurate to tight deadlines, proactive and able to work independently and with the team

Required skills

• Proficiency in Microsoft Excel and macros, and efficient use of spreadsheets, graphs, tables and calculations to process large volumes of data
• Strong written and verbal communication skills