Transfer Agency - Investor Services, Associate 1

Permanent Contract

Position Overview:

The Investor Services Associate 1 acts as the first point of contact for all daily external enquiries received by the Investor Services department. By demonstrating excellent communication skills, a team-oriented approach and by successfully handling multiple demands from external parties or the management line. The Associate 1 will deliver a high quality of service to all clients in line with the company’s targets and expectations.

The Investor Services team answers all queries received via phone, email, facsimile and post from shareholders, brokers or financial intermediaries, as well as fund promoters and fund management companies.

Responsibilities:

• Answer to all phone calls and queries in the most accurate manner within the time frame given by our clients.
• Provide support, escalate when necessary to senior members of the team and resolve any queries received from external and internal parties
• Be prepared to achieve and strive to exceed minimum standards in line with KPIs, SLAs & Key Result Areas, both in terms of quality, productivity and accuracy of information given to the customer
• Process data to produce reports and ad-hoc documents requested by internal and external parties.
• Perform callbacks to validate data changing and high value trades in order to secure the process.
• Acknowledge complaints received form external parties and resolve the matter within the legal timeframe.

Requirements:

Education:

• Successfully attended final second-level education (BAC+2 minimum) or equivalent professional qualification

Professional Experience:

• A clear and analytical methodical approach to problem-solving; administrative and organizational skills; meet tight deadlines with initiative and team-oriented spirit
• Adhere to existing procedures and controls in place and eager to learn
• Strong client focus

Technical skills:

• Good computer skills (MS Office: Excel, Word, PowerPoint and Outlook…)
• Excellent communication skills - fluent in English (written & oral)
• Other European Languages - German considered as an asset
• Ability to work independently and as part of a team, under pressure while maintaining high accuracy and quality standards also with large work volumes/multiple demands from external parties or the management line

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.

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