Alpha Portfolio Services Associate 2 at State Street in Sacramento, California

Job Description:

Alpha Services - Associate II

Who we are looking for

In this role, you will work with various State Street teams to support middle office services and processing. The position will interface daily with the client's investment operations and act as a subject matter expert and escalation point. Position has daily Client SLAs, must ensure that communication to the client is timely and accurate and ensure client escalations are resolved within the client's expectations.

Why this role is important to us

Position will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Trade Settlement, Performance, Reconciliation and others, and act as a subject matter expert for Middle Office. Builds cooperative and professional internal/external relationships and utilizes all available resources throughout the organization to achieve company, team, and client goals.

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

• Responsible for managing multiple external client / investment manager relationships.

• Responsible for the day-to-day management and successful oversight of the long-term relationships of assigned accounts.

• Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved.

• Proactive identification of client needs and potential internal issues impacting client satisfaction.

• Works closely with internal teams and clients to drive execution of initiatives.

• Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment. Works with senior management keeping them informed of new developments, service issues, and new business opportunities.

• Provides project management support for client related initiatives.

• Acts as a liaison between business units to ensure successful implementation of service deliverables are being provided to the clients and the team.

• Manages internal and client expectations.

What we value

Performs work independently and analyzes and recommends solutions to complex and non-routine issues and special projects. Handles regular independent interaction with client contacts. Focus of job on performing complex tasks and providing business and technical expertise in support of multiple clients. Acts as an advisor to other areas of the organization.

Education & Preferred Qualifications

• Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting


• 0-2 years related industry experience including operational experience


• Working knowledge of Domestic and International financials and all related instruments


• Strong willingness to learn and attention to detail


• Ability to develop business relationships within and outside the organization


• Excellent interpersonal, communication, organizational and problems solving skills


• Ability to multi-task, balance workload and work in a deadline oriented position


• Ability to meet aggressive SLA Deadlines


• Computer proficient including spreadsheet and database applications

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:
$41,600 - $60,320 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.

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