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State Street Corporation
Sacramento, CA, United States
Who we are looking for We are looking for a motivated individual with accounting and operations experience to join our Alternative Investments team focusing on Hedge products. This role will deal with day to day client deliveries, inquiry management, offshore team engagement, and strategic initiatives. This role can be performed in a hybrid model,
Job Source: State Street CorporationState Street
Sacramento, CA, United States
Who we are looking for We are looking for a motivated individual with accounting and operations experience to join our Alternative Investments team focusing on Hedge products. This role will deal with day to day client deliveries, inquiry management, offshore team engagement, and strategicinitiatives.Thisrole can be performed in a hybrid model, whe
Job Source: State StreetPublic Consulting Group
Sacramento
**Overview** Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.—all committed to delivering solutions that change li
Job Source: Public Consulting GroupAllworth Financial
Roseville, CA, United States
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their
Job Source: Allworth FinancialFlexJobs
North Highlands
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Antelope
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Orangevale
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Roseville
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Job Source: FlexJobsSacramento, CA, United States
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.
What we value
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
Education & Preferred Qualifications 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
Additional requirements
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.
Email Alert for Client Service Operations, Senior Associate jobs in Sacramento, CA, United States
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