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Job Description

Who we are looking for


Under the supervision of the Senior Associate, the Associate 2 effectively manages daily processes and system applications to ensure consistent quality service is delivered by the team.


What you will be responsible for


As Associate 2 you will


  • Responsible for training new team members
  • Helps identify training needs in relation to new processes and products
  • Provides coverage for team members during vacations and illness
  • Assists management with the day to day operation of the team
  • Consistently reviews operational procedures
  • Supports team during corporate and external audits
  • Participates in special projects as required
  • Assist with all management reporting
  • Demonstrates competencies in own area and in general business principles; may still be acquiring higher skill level
  • Works on practical tasks to established procedures
  • Typically works with moderate guidance, accountable for individual results and impact on work group
  • During the course of normal day-to-day operation, responsible for identifying any unusual or potentially suspicious transaction activity and reporting and/or escalating in accordance with corporate policy and guidelines detailed in relevant operating procedures Deepening knowledge/skill in one skill area or broadening ability over a variety of skills
  • Applies knowledge/skills to a variety of standard day to day activities; knows when to refer to others; handles a variety of tasks within own area

What we value


  • Interprets client needs and works to meet those needs, offering assistance and advice on standard practical issues; may call on others for help in situations outside own area of knowledge
  • Understands the key business practices relating to own area; uses this knowledge to focus and improve own work
  • Identifies the problem and all relevant issues in straightforward situations; generates possible solutions, assesses each using standard procedures and makes a sound decision

Education & Preferred Qualifications


  • Bachelors Degree or equivalent experience
  • Approximately two years related financial services industry experience
  • Demonstrate strong Client service skills
  • Strong organizational and prioritization skills
  • Strong written/verbal communication skills
  • Proven time management skills.
  • Ability to work both independently and in a team environment
  • Previous training experience preferred, but not required
  • Computer proficient including working knowledge of desktop
  • software applications (e.g., excel, word, access, etc)

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.


Company: Charles River Development


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