Transfer Agency Account Manager
3 days ago
**Who we are looking for**:
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.
**Why this role is important to us**:
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
**What you will be responsible for**:
As an Account Manager you will
- Ensure that all operational registry and reporting deliverables to both internal and external clients are met in a timely and accurate manner.
- Manage client relationship from both a strategic and day to day tactical perspective ensuring coherence between client requirements and SSAL service capabilities
- Facilitate staff training & development, including through effective performance reviews
- Understand the core offering and increase efficiencies in the day-to-day process
- Provide auditing assistance during operational peak periods
**What we value**:
These skills will help you succeed in this role
- An excellent understanding of core registry processes - transaction processing, distributions and non-financial changes.
- Strong understanding of AML/FATCA/CRS rules and RG97 regulations
- Knowledge of fund accounting operational concepts.
- Ability to manage all aspects of a team and/or teams - leadership, coaching, recruitment, team building, problem resolution, motivation, training/development of staff in technical and leadership skills.
- Good liaison skills across all levels of the organization.
**Education & Preferred Qualifications**:
- Formal qualifications in accounting/business/commence/finance - SIA or degree.
- A solid understanding of the finance industry and financial markets.
- Previous Unit Registry, finance and/or banking background.
- Extensive experience in all aspects of client servicing.
- An aptitude for information technology including Excel and HiTrust
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
**About State Street**
**What we do.** State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
**Work, Live and Grow.** We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
State Street is an equal opportunity and affirmative action employer.
-
Transfer Agency, Assistant Manager
15 hours ago
Sydney, Australia State Street Full timeOverview The Assistant Manager is responsible for the control of daily operations of the team and to ensure that all Client agreements are consistently meet. The Assistant Manager is also responsible for the validation and audit checking transactions and outputs against agreed Client Service Level Agreement (SLA) by overseeing the Transfer Agency processing...
-
Sydney, Australia JPMorgan Chase & Co Full time**JOB DESCRIPTION** As a Transfer Agency Oversight Manager in the Fund Services team, you will responsible for overseeing and monitoring key KPI's and operational deliveries by the Transfer Agency vendor servicing clients in Australia and New Zealand. **Job responsibilities** - Monitoring of Key Performance Indicators (KPI’s) and operational oversight of...
-
Transfer Agency Administrator, Associate 1
1 week ago
Sydney, Australia State Street Full time**Job Description**: - Who we are looking for- Transfer Agency (Unit Registry) 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 also responsible for processing daily transactions received from investors as well as...
-
Sydney, Australia State Street Corporation Full timeState Street Corporation Sydney, AustraliaPosted 13 minutes ago Permanent Competitive **Who we are looking for** The APAC Transfer Agency Product Manager, VP reports to APAC Head of Product Management SVP, with a matrix reporting to Global Head of Investor Services Product SVP. The APAC Transfer Agency Product Manager is responsible for the development,...
-
Transfer Agency
3 days ago
Sydney, Australia State Street Corporation Full timeTransfer Agency (Unit Registry) Manager, Officer **Who we are looking for**: **Why this role is important to us**: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund...
-
Project Coordinator
5 days ago
Sydney, New South Wales, Australia Dept Agency Full timeJob Description">As an Account Manager at Dept Agency, you will be responsible for building strong relationships with clients and overseeing the delivery of owned channel campaigns. This involves managing client briefs, planning, assigning, and reviewing creative work, as well as managing the overall agency workload in partnership with the rest of the...
-
Agency Development Manager
1 week ago
Sydney, Australia BIGO TECHNOLOGY PTE. LTD. Full time**About This Role** The Agency Solutions (Acquisition & Incubation) is responsible for acquire and cultivate broadcasters in a scalable way to drive broadcaster base and revenue growth in local ANZ market. He/she will be a self-starter and adaptable to frequent change. He/she will be a natural problem solver and ready to think creatively about big...
-
Transfer Agency
5 days ago
Sydney, Australia State Street Full timeWho we are looking for: Why this role is important to us: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete...
-
Transfer Agency
3 days ago
Sydney, Australia State Street Corporation Full time**Who we are looking for**: **Why this role is important to us**: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to...
-
Senior Account Manager in Creative Agency
3 days ago
Sydney, New South Wales, Australia Smile Agency Full timeThe RoleThis is a unique opportunity to help shape and execute the vision for Fashion Week 2025 across all touchpoints. The successful candidate will work closely with the AFC and New Moon (part of the Bashful Group), who will manage all aspects of Event Production and Designer Relations.You will be responsible for managing the Fashion Week 2025 account,...
-
Client Services, Loans Agency Administrator
6 days ago
Sydney, Australia Global Loan Agency Services Limited Full timeClient Services, Loans Agency Administrator Client Services, Loan Agency Administrator Location: Sydney, Australia **Salary**: Competitive Work Type: Hybrid Working The role of Client Services, Loan Agency Administrator Client Services are responsible for managing and processing all operational aspects of GLAS client transactions within specific...
-
Account Manager
16 hours ago
Sydney, Australia Metropolis Agency Full timeWe are looking for a driven Account Manager who possesses strong project management skills, a confident communication style and is looking to take the next step in their career. - **Are you a marketing professional with client service experience?** - **Are you looking to grow your career in an exciting new role?** - **Do you have exceptional communication...
-
Agency Account Manager
3 days ago
Sydney, Australia Carnation Construction Full timeWe are actively looking for an Agency Account Manager working remote or in our office in Australia**.** **What you’ll do**: - Organize and lead client’s presentations both on the phone and face to face - Direct and Indirect Sales through phone and face to face to our potential clients - Monitor, support and up-sell clients - Provide campaign...
-
Transfer Pricing Manager
1 week ago
Sydney, Australia Xero Full timeXero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive. At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of...
-
Sales Account Manager
7 days ago
Sydney, Australia Global Talent Agency Full timeFull Time Role - Dynamic - Competitive Salary **If you are looking for an opportunity that will motivate and excite you to go to work every single day** As a high performing Sales Account Manager, you will be able to proactively contribute to a team and help the business excel. You will work autonomously whilst having the support of a strong team...
-
Senior Manager
5 days ago
Sydney, New South Wales, Australia Tideri Jobbörse Full timeTideri Jobbörse is committed to providing our clients with exceptional service and expert advice. Our transfer pricing team is led by experienced professionals who understand the complexities of tax laws and regulations.As a Senior Manager, you will play a key role in shaping our transfer pricing strategy and developing innovative solutions to meet our...
-
Digital Account Manager
1 week ago
Sydney, Australia Stopgap Limited Full time**Digital Account Manager - Creative Brand Agency**: - Location: - Sydney- Job Type: - Permanent- Salary: - AU$70000 - AU$90000 per annum- Contact: - Larisa Todd- Call: - Larisa- Reference: - 20012748_1676527258This successful boutique brand agency is seeking an experienced Digital Account Manager to work on a growing portfolio of brands including but not...
-
Sydney-Based Account Director Opportunity
5 days ago
Sydney, New South Wales, Australia Agency Iceberg Full timeAgency Overview: We are a leading Public Relations agency based in Sydney, Australia.Job Description:As a Consumer PR Professional, you will play a key role in supporting the Group Account Director and working closely with the General Manager. You will be responsible for managing and working across a roster of well-known food, FMCG & telco clients, as well...
-
Account Manager
1 week ago
North Sydney, Australia oOh! Full time**About oOh!**: oOh! is a leading operator in Australia and New Zealand’s fast-growing Out Of Home advertising industry and our purpose is to make public spaces better! We create deep engagement between people and brands through Unmissable location-based media solutions that inform, entertain and inspire. Our network is unparalleled, with a diverse...
-
Creative Agency Account Manager
2 days ago
Sydney, New South Wales, Australia Tideri Jobbörse Full timeCompany OverviewTideri Jobbörse is a fast-growing creative agency that is always on the lookout for talented individuals to join our team. As an Account Director, you will play a key role in driving new business development and supporting our general manager.Job DescriptionIn this role, you will be responsible for developing and implementing sales...