Investor Services Associate – Transfer Agency

About the role

The Investor Services Associate 1 is the first point of contact for daily external enquiries within the Transfer Agency team. You will handle queries from shareholders, brokers, fund promoters and other financial intermediaries, ensuring high‑quality service aligned with State Street’s standards.

Key responsibilities

• Answer phone calls and written queries accurately and within client‑specified timeframes.
• Provide support, escalate issues to senior team members when necessary, and resolve enquiries from both external and internal parties.
• Process data to generate reports and ad‑hoc documents for internal and external stakeholders.
• Perform callbacks to validate data changes and high‑value trades.
• Acknowledge and resolve complaints within legal time limits.

Required profile

• Minimum of a two‑year post‑secondary education (BAC+2) or equivalent qualification.
• Analytical, methodical approach with strong administrative and organisational skills, able to meet tight deadlines and work under pressure.
• Client‑focused attitude, willingness to adhere to procedures and learn continuously.

Required skills

• Proficiency in Microsoft Office suite (Excel, Word, PowerPoint, Outlook).
• Excellent written and spoken English.
• German language skills considered an asset.