Client Service Operations, Senior Associate at State Street in Sacramento, California

Job Description:

Who we are looking for

The Client Service Operations Senior Associate oversees operational activities and client inquiries for some of our largest Asset Owner clients on the West Coast. This role monitors and helps govern the performance of all business unit shared service teams, Global CoEs and Service Delivery operations as it relates to the overall service level for our clients.

Why this role is important to us

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

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Client Service Operations Senior Associate you will

• Support the identification and resolution of work processing issues to streamline operations.


• Participate in task realignment activities including identification of work to be realigned, drafting procedures and providing training and support to new processing teams.


• Monitor day-to-day service delivery of Business Unit shared service teams and COEs for assigned clients.


• Respond in a timely manner to both internal and external inquiries.


• Build and maintain strong client and inter-departmental relationships.


• Escalate unresolved issues or problems to Officer/AVP/VP.


• During the course of normal day-to-day operations, be responsible for identifying any unusual or potentially suspicious transaction activity and 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


• 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.)


• Multitasking capability

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

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.