Talent.com
Operations Client Service – Associate 2
Operations Client Service – Associate 2State Street • Quincy, Massachusetts, United States
serp_jobs.error_messages.no_longer_accepting
Operations Client Service – Associate 2

Operations Client Service – Associate 2

State Street • Quincy, Massachusetts, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Who we are looking for

The Business Onboarding and Transitions team ("BOaT"), a sub-set of Global Business Integration within Global Delivery, is seeking a talented, detail-oriented individual to join a growing team dedicated to the opening and ongoing support of customer custody accounts.

Why this role is important to us

The team you will be joining is a part of State Street Global Delivery (SSGD). SSGD 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, SSGD' tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

What you will be responsible for

As the Operations Client Service - Associate 2 will :

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base

Prepare and review foreign market account opening and amendment documentation from start to finish by following department procedures

Work closely with internal teams and external clients to ensure all foreign accounts are up to date and active for trading, including periodic market renewals

Work with sub-custodians to ensure markets are opened up accurately and timely

Maintain reporting of all items relating to assigned client base and markets

Work closely with management to raise issues and limit exposure and market risk to clients

Assist manager with ensuring project milestones are achieved on a timely basis

Work with clients to ensure proxy documentation is on file ahead of Corporate Events

What we value

These skills will help you succeed in this role :

Attention to detail, strong organization skills, ability to work in a fast paced / constantly changing environment

Strong communication skills and must be comfortable hosting calls with internal and external stakeholders

Employees who are committed working as part of a Client Service Team

Ability to multi-task

Education & Preferred Qualifications

Bachelor's Degree

Relevant experience in the financial service industry, custody knowledge preferred

Are you the right candidate? Yes!

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.

Inclusion, Diversity and Social Responsibility.

We truly believe our employees' diverse backgrounds, experiences and perspectives 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 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 programs 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.

COVID-19 Protocols : Complying with State Street's COVID-19 protocols is a condition of employment. Those requirements may vary depending on circumstances and legal requirements, and may include, without limitation, a requirement to be vaccinated (or have an accommodation), to disclose vaccination status, to provide evidence of vaccination status, etc.

Salary Range :

$41,600 - $66,560 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes : our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https : / / hrportal.ehr.com / statestreet / Home.

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.

Discover more information on jobs at StateStreet.com / careers

Read our CEO Statement

Job Application Disclosure :

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

]]>

serp_jobs.job_alerts.create_a_job

Client Service Associate • Quincy, Massachusetts, United States

Job_description.internal_linking.related_jobs
Client Services Associate

Client Services Associate

Winged Keel Group • Boston, MA, US
serp_jobs.job_card.full_time
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Core Operations, Associate 2

Core Operations, Associate 2

State Street • Quincy, MA, US
serp_jobs.job_card.full_time
As a Core Operations, Associate 2, you will share responsibility with lead, manager and staff for resolving any issues related to processing activities and for accurate and timely processing and de...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Stifel Financial • Boston, MA, US
serp_jobs.job_card.full_time
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

Action for Boston Community Development • Boston, MA, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).Through the LEAN Network, we provide phone & online communication services for r...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Operations Clerk

Operations Clerk

National Grid • Brockton, MA, United States
serp_jobs.job_card.full_time
Operations Clerk provides clerical and administrative support to one of various Operations.Support functions throughout the Operations Support Jurisdictional Departments. Perform clerical work and r...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

EisnerAmper • Boston, MA, United States
serp_jobs.job_card.full_time
Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to individuals, families, and businesses.Our firm adheres to a c...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

GW&K Investment Management, LLC • Boston, MA, US
serp_jobs.job_card.permanent
The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department. This role is based in our Boston, MA office with a hybrid schedule.Resp...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Implementation & Service, Senior Associate

Client Implementation & Service, Senior Associate

State Street • Quincy, MA, US
serp_jobs.job_card.full_time
Responsible for corporate action instruction processing.Will need to manage high risk processes that span international markets. Focus will mainly be around voluntary corporate action activity and c...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Alternative Operations Fund Accounting, Associate 2

Alternative Operations Fund Accounting, Associate 2

State Street • Boston, MA, US
serp_jobs.job_card.full_time
Associate 2 - Private Equity And Real Assets Fund Services.Work within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group.We ar...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Morgan Stanley • Wellesley, MA, US
serp_jobs.job_card.full_time
Registered Client Service Associate.Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.The Regist...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Custody Operations Associate

Custody Operations Associate

Kelmar • Wakefield, MA, United States
serp_jobs.job_card.full_time
The Custody Operations Associate is an Entry Level position who will work closely with Kelmar's Security Operations team, sub-custodian, and clients to execute instructions, reconcile transactions ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Operations Client Service Associate 2

Operations Client Service Associate 2

State Street • Quincy, MA, US
serp_jobs.job_card.full_time
Operations Client Service Associate 2.The Business Onboarding and Transitions team, a sub-set of Global Business Integration within Global Delivery, is seeking a talented, detail-oriented individu...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Operations Client Service, Senior Associate

Operations Client Service, Senior Associate

State Street • Quincy, Massachusetts, United States
serp_jobs.job_card.full_time
This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Who we are ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Core Operations, Senior Associate

Core Operations, Senior Associate

State Street • Quincy, MA, US
serp_jobs.job_card.full_time
Operations Client Service - Senior Associate.The Business Onboarding and Transitions team ("BOaT"), a sub-set of Global Business Integration within Global Delivery, is seeking a talented, detail-or...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Operations Client Service –Officer

Operations Client Service –Officer

State Street • Quincy, Massachusetts, United States
serp_jobs.job_card.full_time
This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Who we are ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_less • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Private Markets - Treasury Services, Senior Associate

Private Markets - Treasury Services, Senior Associate

STATE STREET CORPORATION • Boston, MA, United States
serp_jobs.job_card.full_time
We are looking for an experienced professional that will be responsible for preparing / reviewing Treasury Services tasks associated with client deliverables related to Expense Administration, Distri...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Tax Associate - Onsite

Tax Associate - Onsite

Intuit • Brockton, MA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Service - Senior Associate

Client Service - Senior Associate

State Street • Quincy, MA, US
serp_jobs.job_card.full_time
A client-focused contributor with 2-4 years of experience (preferably in financial services) to manage client relationships, oversee operational teams, and drive process improvements.The ideal cand...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Operations Client Service, Officer

Operations Client Service, Officer

State Street • Boston, MA, US
serp_jobs.job_card.full_time
Client Implementation Associate.As the Client Implementation Associate, you will : .Lead the planning, coordination and execution of client and product events at State Street Investment Management (S...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Director of Client Solutions & Support

Director of Client Solutions & Support

InsideHigherEd • Wellesley, Massachusetts, United States
serp_jobs.job_card.full_time
The Director of Client Solutions and Support serves as the sales and client engagement leader for the organization, overseeing the execution of client acquisition, onboarding, and support.Third-Par...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted