At a Glance
- Tasks: Join our Transfer Agency team to process data and deliver top-notch customer service.
- Company: State Street, a global leader in financial services with a focus on innovation.
- Benefits: Flexible work-life support, paid volunteer days, and inclusive development opportunities.
- Other info: Embrace a diverse environment where your unique background is valued.
- Why this job: Be part of a dynamic team making a real impact in the financial sector.
- Qualifications: Strong organisational skills and a willingness to learn about AML/KYC processes.
The predicted salary is between 30000 - 40000 £ per year.
A Transfer Agency specialist, at Associate 2 level to join our Transfer Agency team. You will be responsible for collecting and processing data, providing excellent customer service and abiding by strict data quality processes. This role can be performed in a hybrid model, predominantly working within the office environment.
What You Will Be Responsible For
- You’ll be working within the UK Transfer Agency department.
- You will be accurately delivering high quality service both internally and externally by incorporating experience and procedural knowledge in the daily workflow.
- You will be part of a larger team operating our Transfer Agency team in the UK.
- You will contribute towards all BAU processes within the team.
- Execute daily operational tasks such as investor onboarding, deal input, register updates, investor servicing, payments, controls and handling investor contact.
- Maintain risk awareness, assessment and control within the department.
- Communicate relevant information as appropriate up and down the line and escalate where necessary.
- Work closely with the other departments within State Street locally and regional Transfer Agency Units.
- Act as an effective team player.
- Identify process efficiencies.
- Ensure business standards and client deadlines are met on a consistent basis.
- Build and maintain internal network of contacts to exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.
- To comply with the regulatory regimes in which State Street operates, with particular consideration given to relevant AML-KYC, Client Asset (CASS), Conduct of Business, COLL, Dispute Resolution, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.
- Adhere to procedures in relation to all tasks.
What We Value
- Strong organizational skills.
- Ability to achieve results with the patience necessary to work effectively with a wide range of internal and external investors and clients.
- Highly organized with good problem-solving skills.
- Ability to work on own initiative and as part of the team.
- Strong communication skills – (listening skills, oral communication skills, information sharing and written communication skills).
- Strong attention to detail and time management skills.
Education & Preferred Qualifications/experience
- Aptitude to learn all processes that must adhere to the Anti-Money Laundering regulations and the current regulatory environment.
- Aptitude to learn and complete investor onboarding (AML/KYC) and ongoing due diligence. A sound working knowledge of the regulatory environment surrounding AML/KYC and investor onboarding is desired.
- IOC is desirable, or a willingness to complete.
- Understanding of regulatory complaint handling requirements.
- Good working knowledge of MS Office suite, especially an advanced level of Excel.
- Excellent communication skills - Fluent in English.
- Display thorough understanding of the following key tasks and the related regulatory rules: Dealing, Settlements, Investor Servicing, Registration.
- Understanding of procedural, technical and product requirements within Transfer Agency business.
- Strong administrative and business support skills, with the ability to multi-task and to work calmly under pressure.
- Good working knowledge of MS Office suite including Word, Excel and PowerPoint.
- Strong written & verbal communication skills.
- Good organisational, planning and co-ordination skills.
Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street
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.
UK Transfer Agency Associate 2 - Data & Client Service employer: State Street
State Street is an exceptional employer that prioritises employee growth and inclusivity, offering a dynamic work culture where diverse backgrounds are celebrated. With flexible work arrangements, paid volunteer days, and a commitment to professional development, employees are empowered to thrive both personally and professionally in the vibrant UK Transfer Agency team. Join us to be part of a collaborative environment that values your contributions and supports your career journey.
StudySmarter Expert Advice🤫
We think this is how you could land UK Transfer Agency Associate 2 - Data & Client Service
✨Tip Number 1
Network like a pro! Reach out to current employees at State Street on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of AML/KYC regulations. Show that you’re not just a candidate, but someone who understands the industry and is ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! Whether it’s answering questions or asking your own, being clear and confident will make a great impression. Remember, they want to see how you interact with others.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team.
We think you need these skills to ace UK Transfer Agency Associate 2 - Data & Client Service
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in data processing and customer service. We want to see how your skills align with the role of a Transfer Agency Associate!
Show Off Your Organisational Skills:Since this role requires strong organisational abilities, give examples of how you've successfully managed tasks or projects in the past. We love seeing candidates who can juggle multiple responsibilities!
Communicate Clearly:Your written communication skills are key! Keep your application clear and concise, and don’t forget to proofread for any typos. We appreciate attention to detail, especially in written forms.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you're keen on joining our team!
How to prepare for a job interview at State Street
✨Know Your Stuff
Make sure you brush up on the key tasks mentioned in the job description, like investor onboarding and AML/KYC regulations. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Show Off Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will help demonstrate your ability to handle the daily operational tasks effectively.
✨Communicate Clearly
Practice your communication skills before the interview. You’ll need to convey information clearly and listen actively, so consider doing mock interviews with a friend to refine your verbal and written communication.
✨Be a Team Player
Highlight your experience working in teams and how you’ve contributed to achieving common goals. This role values collaboration, so be ready to share specific examples of how you’ve worked well with others in the past.
