Client Operations - Senior Associate - State Street Global Advisors

Job Description

Make Your Mark. Advance your career at State Street.

We are excited to see that you are reviewing career opportunities available at State Street. Follow the tips below when applying. If this opportunity is not right for you – perhaps you may want to refer a friend?

Are you advancing your own career?

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Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

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

What you will be responsible for

• Work as a member of a broader Charitable assets management (CAM) team in processing and administration of the gift annuity and trust gift vehicles. This includes new gift setup and any administration changes to existing accounts. (Address change, ACH, Terminations, Account shifting etc.)
• Work as a member of a broader team in processing the State filing reports. This includes preparing and distributing reports
• Support the Investment and Tax teams within Charitable Asset management group.
• Contribute to strategic initiatives focused on ways to improve operational controls, system(s) enhancements, and process flows.

What we value

These skills will help you succeed in this role:

• Working knowledge of Microsoft packages, including Excel, Outlook and Word.
• Good English, written and oral communication skills
• Time management skills
• Multi-Task Capabilities
• Organized and attention to details.
• Ability to perform effectively within strict client deadlines
• Team players who must show the willingness to work with cross functional teams across time zones
• Ambition to succeed and forge a long term career in one of the largest Funds Servicing companies in the world
• Self-motivated and goal-oriented.

Education & Preferred Qualifications

• Bachelor’s degree with concentration in Finance, Accounting, Business Management, and/or Information Systems
• 4+ years of experience in financial services industry

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