Trade Operations Specialist, Senior Associate at State Street in Irvine, California

Job Description:

Who we are looking for

From technology and product innovation to corporate responsibility and community development, we're making our mark on the financial services industry. We're a global company with diverse people and experiences, and a network of over 35,000 employees spanning more than 100 markets. For us, success comes from the impact our employees have - on our clients, our communities and each other.

We're committed to providing an inclusive environment where all employees feel valued and supported. Join us and make your mark at State Street.

What you will be responsible for

A Trade Operations Specialist, Senior Associate is responsible for various functions including account onboarding, processing, reconciliation, and fails resolution. A Senior Associate is typically collaborative with teams that may have diverse roles and responsibilities. A Senior Associate may own a variety of processes in addition to engaging in projects and communication with both internal and external clients. A Senior Associate is responsible for following processes and controls in place to mitigate risk to the organization.

Responsibilities include:

• Provide excellent client service, including verbal and written communication on new account set ups and transition events.


• Direct interaction with agent banks, custodian banks, investment managers, and internal personnel to research and resolve inquiries and exceptions.


• Collaboration with other internal business units to resolve complex or non-routine questions/issues.


• Ownership and identification of challenges and issues. Proposal of tactical and strategic solutions.


• Continual process improvement. Propose and work to implement workflow changes to support effectiveness, efficiency, and client satisfaction.


• Actively assist with documentation, development, and enhancement of standard operating procedures.


• Engagement with technology enhancements, special projects/ad hoc presentations, and reporting as needed.


• Adherence to training deadlines, standard procedures, reporting, compliance, and escalation protocols.

• BS or BA degree in Finance, Economics, or related discipline (Preferred)


• Strong ownership, time management, and decision making abilities


• Strong communication, presentation, organization, planning, and analytical skills


• Ability to collaborate globally with internal and external parties to resolve identified issues


• Ability to shift priorities and assignments


• Computer proficient including working knowledge of desktop software applications

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

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.

Salary Range:
$58,240 - $83,200 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