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Lead and manage the Investor Services team to ensure professional handling of investor queries and adherence to regulatory standards. Oversee daily operations, including performance monitoring, workforce planning, and the resolution of complex investor issues.
Requires extensive experience in Transfer Agency and financial services client servicing with a proven track record of leading contact teams. A strong understanding of AML/KYC frameworks and a relevant tertiary degree in finance, accounting, or business is preferred.
Transfer Agency is a specialist team that provides our large client base with daily prices as well as cash forecasting, issuing daily, monthly and annual statements to our client’s investors. The team is responsible for processing daily transactions received from investors as well as distributions, completing Anti-Money Laundering & Know Your Client checks on investors to ensure full adherence to all applicable laws and regulations.
The Investor Services Manager (AVP) is responsible for leading and managing the Investor Services team within the Transfer Agency function. The team acts as the primary point of contact for investors and intermediaries, handling inbound and outbound queries via telephone and email.
This role ensures that investor interactions are managed in a professional, efficient, and controlled manner, delivering a high-quality client experience while adhering to regulatory, risk, and operational standards.
As the Investor Services Manager, you need to be strategic in approach and have the ability to positively influence others to achieve success. You will need to continuously look to achieve ongoing efficiency targets and work on both internal and external departmental projects. You will be an escalation point for staff, requiring strong communication and problem solving skills as well as the ability to delegate and identify development opportunities.
Your role as Operations Manager will be to:
Account and transaction enquiries
Statement and reporting requests
Static data and general registry enquiries
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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making. With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities: Investment Services: Integrated front-to-back solutions across custody, accounting, and operations. Investment Management: Index and active strategies from one of the world’s largest asset managers. Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value. Who We Are • 50,000+ employees worldwide • Active in 100+ markets • #1 in ETF servicing What You’ll Find Here • Executive perspectives and thought leadership • Timely market commentary and macro insights • Our views on investment operations, ETFs, private markets, and digital finance • Stories reflecting our culture, values and commitment to diversity and inclusion
Offices: 1 Congress St, Boston, Massachusetts 02114, US · Avenida Paulista, 283/287, Sao Paulo , 01311-000, BR · 3550 Lenox Road, NE, 15th Floor, Atlanta, Georgia 30326, US · 801 Cassatt Road, Suites 211 and 300, Berwyn, Pennsylvania 19312, US · East 3rd Ring Road, Unit 01-02, 15F, East Tower No.1, Chaoyang, Beijing 100020, CN
