Asset Owner Complex Operations Associate 2

State Street • Sacramento, CA

4d

About The Position

The Asset Owner Complex Operations Associate 2 role is responsible for complex operational tasks, client operational support and internal/external inquiry management in support of our largest Asset Owner clients on the West Coast. You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

Requirements

• Strong critical thinking and problem solving skills
• Accuracy and detail oriented mindset
• Strong communication, interpersonal, and organizational skills including excellent time management and prioritization
• Interpersonal and oral communication skills
• Bachelor’s degree, preferably within accounting, finance or economics
• 0-2 years’ work experience in accounting, finance, mutual fund operations, loan servicing or related career
• Strong computer competence (Microsoft applications, Excel, Word, etc.)

Responsibilities

• Monitor day-to-day service quality and deliverables across the global delivery organization for assigned clients.
• Support query management and resolution directly with clients and by way of acting as a “central point of contact” for internal teams.
• Assist with project management on client driven initiatives and coordination of open item activities with clients.
• Assist with change management coordination including fund openings, closures, transitions, restructures, etc.
• Assist with client documentation maintenance including AML, FTTOP, client review packages, etc.
• Assist with identification and implementation of consistent operational best practices across global delivery.
• Escalate unresolved issues/challenges to manager and assist with resolution.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level