MNC InsiderMNC Insider

Transfer Agency, Associate2

State Street

Transfer Agency, Associate2

full-timePosted: Aug 27, 2026Updated: Aug 28, 2026Taiwan, Taipei

Job Description

Job ResponsibilitiesHandle mutual fund account opening and maintenance processes.Process mutual fund transactions, account reconciliations, and related operational activities.Execute operational tasks with fund companies and central securities depositories/platforms.Provide client service and resolve inquiries or operational issues.Assist in project planning and implementation.Perform system operations and testing for onshore mutual funds, including ETFs.Experience with ETF-related operations is preferred.Perform other duties assigned by management.Job RequirementsBachelor's degree or above in Business Administration, Finance, Accounting, or a related field.Associate 2 (A2): 3 to 5 years of experience in shareholder services, client servicing, or operations within asset management companies, banks, or securities firms.Senior Associate (SA): 7 to 10 years of experience in shareholder services operations within the asset management industry.Intermediate English proficiency; speaking and listening skills are preferred.Relevant asset management or investment trust and consulting certifications are required.Proactive and enthusiastic, with strong communication and interpersonal skills.Strong learning agility and ability to work effectively in a team environment.Detail-oriented, patient, and able to perform well under pressure.About 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

  • Taiwan, Taipei

Skills Required

  • shareholder servicesintermediate

Required Qualifications

  • Bachelor's degree or above in Business Administration, Finance, Accounting, or a related field. (degree in above in business administration)
  • Associate 2 (A2): 3 to 5 years of experience in shareholder services, client servicing, or operations within asset management companies, banks, or securities firms. (experience, 5 years)
  • Senior Associate (SA): 7 to 10 years of experience in shareholder services operations within the asset management industry. (experience, 10 years)
  • Intermediate English proficiency; speaking and listening skills are preferred. (experience)
  • Relevant asset management or investment trust and consulting certifications are required. (certification)
  • Proactive and enthusiastic, with strong communication and interpersonal skills. (experience)
  • Strong learning agility and ability to work effectively in a team environment. (experience)
  • Detail-oriented, patient, and able to perform well under pressure. (experience)

Responsibilities

  • Handle mutual fund account opening and maintenance processes.
  • Process mutual fund transactions, account reconciliations, and related operational activities.
  • Execute operational tasks with fund companies and central securities depositories/platforms.
  • Provide client service and resolve inquiries or operational issues.
  • Assist in project planning and implementation.
  • Perform system operations and testing for onshore mutual funds, including ETFs.

Target Your Resume for "Transfer Agency, Associate2" , State Street

Get personalized recommendations to optimize your resume specifically for Transfer Agency, Associate2. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Transfer Agency, Associate2" , State Street

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

GeneralGeneral

Answer 10 quick questions to check your fit for Transfer Agency, Associate2 @ State Street.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.