Onboarding Operations, Associate 2

State StreetQuincy, MA
Onsite

About The Position

This is an exciting opportunity to be part of a growing team, and the incumbent will contribute to key strategic projects in addition to delivering services for our clients. This Associate position plays a key role within our mutual fund trading team. The role will be responsible for onboarding new key clients to our unit dealing service and will contribute to testing our new mutual fund trading platform and will contribute to building our future state model. The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Requirements

  • Analytical mindset and strong critical thinking
  • Problem solving and decision making skills
  • Confident & clear communicator with ability to articulate complex concepts to any audience
  • Highly motivated with exceptional integrity
  • Ability to understand and contribute to documented business and technical system requirements
  • Bachelor’s degree or equivalent
  • 3+ years’ experience in financial services industry

Responsibilities

  • Develop a deep understanding of existing mutual fund trading infrastructure and business processes
  • Assist with client conversions/start-ups of new client relationships
  • Work autonomously with confidence in a fast-moving, complex technical environment
  • Build relationships with colleagues across multiple functional groups
  • Assist with business requirements, testing, and implementing new functionality on our trading application in coordination with management team, clients, IT, and the vendor
  • Research and resolve inquiries for clients, trading partners, and internal stakeholders
  • Ensure all team deliverables are met within assigned deadlines on a daily basis, document and update procedures and team checklists, ensure adherence to standard operating procedures
  • Assist with client reporting and client projects
  • Analyze internal processes and look to automate, reduce risk, and streamline workflows

Benefits

  • medical care
  • insurance
  • savings plans
  • flexible Work Program
  • development programs
  • educational support
  • retirement savings plan (401K) with company match
  • basic life insurance
  • medical insurance
  • dental insurance
  • vision insurance
  • long-term disability insurance
  • optional additional coverages
  • paid-time off
  • vacation
  • sick leave
  • short term disability
  • family care responsibilities
  • Employee Assistance Program
  • incentive compensation
  • eligibility for annual performance-based awards
  • paid volunteer days
  • matching gift program
  • access to employee networks
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