Client Service, Senior Associate

State Street.
Kansas City, Missouri; Newport Beach, California; Los Angeles, California; Irvine, California
Not disclosed
03 Oct 2022
21 Oct 2022
Contract type
Full time
Experience level
Qualified accountant

Kansas City, Missouri; Newport Beach, California; Los Angeles, California; Irvine, California; Alameda, California; Aliquippa, Pennsylvania; West Conshohocken, Pennsylvania; Detroit, Michigan; Quincy, Massachusetts; North Quincy, Massachusetts; Hadley, Massachusetts; Grafton, Massachusetts; Cambridge, Massachusetts; Tucson, Arizona; Boston, Massachusetts; Austin, Texas; Burlington Massachusetts; Scottsdale, Arizona; Miami; Berwyn, Pennsylvania; Kansas City, Missouri; Charlotte, North Carolina; New York, New York; Princeton, New Jersey; Grafton, Massachusetts; Atlanta, Georgia; Clifton, New Jersey; Durham, North Carolina; Jacksonville, Florida; Boston, Massachusetts; Jersey City, New Jersey; Lee's Summit, Missouri; San Francisco, California; Sacramento, California; Westboro, Massacusetts; Redwood City, California; Secaucus NJ

Who we are looking for

Acts as point of contact for operational activities and client inquiries. Monitors and oversees the performance of all business unit Shared Service Teams, Process Delivery Teams and India operations as it relates to the overall service delivery for their clients. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients.

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

  • Online support for various client-facing applications, set up, training, resolving data integrity issues, assisting with new product rollouts.
  • Production of client-customized reporting; collection of data and production of customer report cards
  • Identify and resolve work processing issues.
  • Make suggestions to streamline operations.
  • Monitor day-to-day service delivery of Business Unit Shared Service and Centers of Excellence for assigned accounts.
  • Respond in a timely manner to inquiries from Process Delivery, Business Unit Shared Services and Business Unit Client Service.
  • Assist with compliance/fiduciary reviews and audits.
  • Identify and implement consistent operational best practices.
  • Build and maintain strong client and inter-departmental relationships.
  • Provide timely and accurate customized client reporting.
  • Train and develop new staff. Complete performance appraisals.
  • Validate, approve and distribute (as necessary) monthly invoices (bills).
  • Elevates unresolved issues/problems to Officer/AVP
  • During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
  • Other duties as assigned.

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

For further information, and to apply, please visit our website via the “Apply” button below.

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