Apply on Employer Site

State Street · 1 month ago

Operations Client Service , Senior Associate

Quincy, MA

Full-time

Onsite

Mid, Senior Level

$52K/yr - $85K/yr

3+ years exp

State Street is one of the largest custodian banks and asset managers globally, providing essential financial tools for investment solutions. The Operations Client Service - Senior Associate will act as the point of contact for internal teams and external clients, ensuring the efficient opening and support of customer custody accounts while maintaining compliance with market requirements.

BankingFinanceFinancial Services

Responsibilities

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base

Prepare and review foreign market account opening and amendment documentation from start to finish by following department procedures

Work closely with internal teams and external clients to ensure all foreign accounts are up to date and active for trading, including periodic market renewals

Work with sub-custodians to ensure markets are opened up accurately and timely

Maintain reporting of all items relating to assigned client base and markets

Work closely with management to raise issues and limit exposure and market risk to clients

Assist manager with ensuring project milestones are achieved on a timely basis

Work with clients to ensure proxy documentation is on file ahead of Corporate Events