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⏰ Full-time

Client Service Team Leader - Transfer Agency

State Street
Location 📍 toronto, Canada
Posted 📅 June 04, 2026
Work Type ⏰ Full-time

Position Overview

Elevate client service as a Senior Associate in Transfer Agency, leading the team and enhancing operational effectiveness. Ensure compliance and quality in service delivery.

This role involves oversight of Transfer Agency operations, fostering client relationships, and supporting team development. Your skills will be critical in managing performance and providing a continuous learning environment within the team.

Key Responsibilities:
• Direct daily team operations and resource management
• Implement HR policies while developing team members
• Build client satisfaction through effective communication
• Ensure accurate reporting and reconciliation processes
• Identify control gaps to prevent errors and promote risk awareness

Requirements:
• 2+ years knowledge of AML and industry regulations
• 4+ years of experience in Fund Administration
• 2+ years of managing teams and client relationships
• Fa...

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
toronto, Canada