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Transfer Agency, Associate 2

State Street

Transfer Agency, Associate 2

full-timePosted: Aug 24, 2026Updated: Aug 28, 2026China, Hong Kong

Job Description

JOB DUTIES AND RESPONSIBILITIESCLIENT SERVICEComplete all tasks including the handling of all complex calls and queries, to a high quality to meet client requirements in a timely and accurately mannerQuality control of transactions processed and client correspondence.Assist in delivery of on the job training and development of other administratorsEnsure business standards and client deadlines are met on a consistent basisActively initiate Error, Fines & Loss analysisEscalate client issues where necessaryParticipate in client service reviewAssist in project implementationTECHNICALAdhere to procedures in relation to all tasks of a Transfer AgentAdministration of clients’ trades and maintenance of register, processing of cash movements and reconciliationIdentify process efficiencies in the course of their daily work and propose to line managersDevelop and maintain a thorough knowledge of Transfer Agency processes and SystemsGain broad expertise on company productsBuild and maintain internal network of contactsDisplay through understanding of the following tasks:-Issuance of contract notes and settlement confirms COMMUNICATIONLiaise with other departments in an effective mannerProvide/seek regular feedback to team leaderTEAMAct as an effective team player & deputies for immediate supervisor when appropriateShow organization skills of oneself and othersDisplay effective team focus by assisting colleagues in their daily routinePositively influencing team morale in order to achieve set standards and goalsShow willingness to assume additional tasks in order to share workload within team/departmentMaintaining a “can do” attitudeGENERALDisplay initiativeFresh Graduate also considerable.Administration of clients/investors correspondenceDisplay awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items, displaying effective time managementObserve Risk Excellence at all timesAbout State StreetAcross 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/careersRead our CEO Statement

Locations

  • China, Hong Kong

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