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. Why this role is important to us 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.
• For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

What This Job Offers

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