Operations Client Service, Senior Associate

2 weeks ago


Sacramento, United States State Street Corporation Full time
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.

Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

State Street's Speak Up Line

  • Senior Associate

    2 weeks ago


    Sacramento, California, United States State Street Corporation Full time

    Job SummaryThe Client Service Operations Senior Associate is responsible for overseeing 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...


  • Sacramento, California, United States State Street Corporation Full time

    Job OverviewThe Client Service Operations Senior Associate plays a key role in overseeing operational activities and client inquiries for some of our largest Asset Owner clients on the West Coast. This role is responsible for monitoring and governing the performance of all business unit shared service teams, Global CoEs, and Service Delivery operations as it...

  • Global Executive

    2 weeks ago


    Sacramento, California, United States KPMG Full time

    Global Executive & Private Client Group Senior AssociateAt KPMG, we're seeking a highly skilled Global Executive & Private Client Group Senior Associate to join our Business Tax Services practice. As a key member of our team, you'll play a crucial role in supporting and overseeing large outsourcing engagements/projects, focusing on cross-border...

  • Global Executive

    1 month ago


    Sacramento, California, United States KPMG Full time

    Global Executive & Private Client Group Senior AssociateAt KPMG, we are seeking a highly skilled Global Executive & Private Client Group Senior Associate to join our Business Tax Services practice. As a key member of our team, you will be responsible for supporting and overseeing large outsourcing engagements/projects, including cross-border employment-based...


  • Sacramento, California, United States KPMG Full time

    Business Title: Senior Associate, Business Tax Services ExpertRequisition Number:Function: Tax ServicesArea of Interest:State:CACity: SacramentoDescription:We are seeking a Senior Associate to join our Business Tax Services practice at KPMG. As a key member of our team, you will provide tax compliance and advisory services to corporations and partnerships,...


  • Sacramento, California, United States KPMG Full time

    Job Title: Senior Associate, Business Tax ServicesJob Summary: We are seeking a highly skilled Senior Associate to join our Business Tax Services practice. As a key member of our team, you will provide tax compliance and advisory services to ultra-high net worth individuals and family offices.Responsibilities: • Provide tax compliance and advisory services...


  • Sacramento, California, United States State Street Corporation Full time

    Job SummaryWe are seeking a highly motivated and experienced Operations Client Service Officer to join our Alternative Investments team. As a key member of our team, you will be responsible for providing exceptional client service, managing day-to-day operations, and ensuring the smooth delivery of client projects.Key ResponsibilitiesAssume responsibility...


  • Sacramento, California, United States Corporation Service Company Full time

    Job Title: Client Service RepresentativeWe are seeking a highly motivated and customer-focused Client Service Representative to join our team at Corporation Service Company. As a Client Service Representative, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key...


  • Sacramento, California, United States KPMG Full time

    Business Title:Senior Associate, Business Tax Services - Private EnterpriseRequisition Number: Function:Tax ServicesArea of Interest: State:CACity:SacramentoDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's...


  • Sacramento, California, United States Corporation Service Company Full time

    Job DescriptionAt Corporation Service Company, we are seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Build strong relationships with clients to...


  • Sacramento, California, United States Corporation Service Company Full time

    Job DescriptionAt Corporation Service Company, we're seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Build strong relationships with clients to...


  • Sacramento, California, United States Corporation Service Company Full time

    Job Title: Client Service RepresentativeWe are seeking a highly motivated and customer-focused Client Service Representative to join our Corporate team. As a key member of our team, you will be responsible for providing exceptional service to our clients, building strong relationships, and delivering solutions that meet their business needs.Key...


  • Sacramento, United States Corporation Service Company Full time

    Job DescriptionClient Service Representative Sacramento, CA (Onsite) Monday - Friday, 9:00am-6:00pm Are you passionate about delivering exceptional service? Us too. We're hiring a Client Service Representative for our Corporate team. You'll work directly with our customers (other companies) and teams at CSC to provide solutions that help their business run...


  • Sacramento, United States Corporation Service Company Full time

    Job DescriptionClient Service RepresentativeSacramento, CA (Onsite)Monday - Friday, 9:00am-6:00pmAre you passionate about delivering exceptional service? Us too. We're hiring a Client Service Representative for our Corporate team. You'll work directly with our customers (other companies) and teams at CSC to provide solutions that help their business run...


  • Sacramento, California, United States Gilbert CPAs Full time

    We are seeking a highly skilled Senior Tax Associate to join our tax department at Gilbert CPAs.The ideal candidate will be a CPA or CPA candidate with 2-5 years of experience in public accounting, specifically taxation.Key responsibilities include:Assisting managers and partners with tax services including planning, research, and compliance.Preparing income...


  • Sacramento, California, United States KPMG Full time

    Business Title: Senior Associate, Business Tax Services - Private EnterpriseRequisition Number:Function: Tax ServicesArea of Interest:State:CACity: SacramentoDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's...

  • Caregiver for Seniors

    2 weeks ago


    Sacramento, California, United States Senior Helpers Full time

    Unlock Your Potential as a CaregiverAre you passionate about making a difference in the lives of seniors? Do you possess a compassionate heart and a desire to improve the quality of life for those in need? If so, we invite you to join our team at Senior Helpers of East Sacramento.As a caregiver with Senior Helpers, you will have the opportunity to provide...


  • Sacramento, California, United States MUN CPAs Full time

    Job OpportunityMUN CPAs is a reputable accounting and auditing firm offering a range of services, including audit, tax, consulting, and forensic accounting. We are committed to delivering exceptional client service and fostering a collaborative work environment.Job SummaryWe are seeking a Senior Staff Associate to join our Sacramento audit practice. The...


  • Sacramento, California, United States KPMG-UnitedStates Full time

    Job Summary:KPMG-UnitedStates is seeking a Senior Associate in Customer & Operations for our Consulting practice. As a Senior Associate, you will play a key role in supporting multiple engagement teams with technical knowledge of Workday. Your responsibilities will include providing technical and functional support during various phases, participating in...

  • Senior Associate

    2 weeks ago


    Sacramento, California, United States State Street Corporation Full time

    About the Role We are seeking a highly skilled and motivated Senior Associate to join our Alternative Investments Loan Operations team. As a key member of our global middle office team, you will be responsible for interacting with teams in the US, India, and EMEA, assisting and completing daily tasks within required deadlines. Key Responsibilities • Trade...