Job Description:

The Client Service Operations Senior Associate role is responsible for client service tasks, inquiry management, and operational service level governance for some of our largest Asset Owner clients on the West Coast.

As Client Service Operations Senior Associate you will

• 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.

These skills will help you succeed in this role

• 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


• At least 2 years' work experience in accounting, finance, mutual fund operations, loan servicing or related career


• Strong computer competence (Microsoft applications, Excel, Word, etc.)

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.

Discover more at StateStreet.com/careers

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Salary Range:
$52,000 - $75,400 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.

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