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State Street Client Service - Senior Associate in Boston, Massachusetts

Act as a point of contact for operational activities and client inquiries. Monitors and oversees the performance of all business unit Shared Service Teams, global CoEs and India operations as it relates to the overall service delivery for the client. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to client.

  • Act as a point of contact for operational activities and client inquiries. Monitors and oversees the performance of all business unit Shared Service Teams, global CoEs and India operations as it relates to the overall service delivery for the client. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to client.
  • Deliver highly valued services to client to ensure quality services are consistently delivered and client is offered State Street’s full range of services as their needs and our services evolve
  • Display and provide expertise in functional and technical knowledge across multiple disciplines attending training as required
  • Promote and complete all activities in line with internal standards (SOPS, Job Aids etc.)
  • Lead/collaborate with others to drive success of team/department/organization
  • Proactively share and promote new ideas to support process improvements and changes to team processes
  • Respond in a timely manner to internal/external issues and queries
  • Manage own continued professional development
  • Manage own performance through engaging in the PPR process and attending relevant training , e.g. as per the development pathways
  • Accountable for quality, accuracy and timeliness of results
  • Deliver training and coaching to all staff
  • Ensure team is achieving accuracy and meeting pre-determined deadlines
  • Estimate personnel needs, assign work, oversee short term deliverables, coordinate workflows
  • Provide performance feedback to manager for input into PPR
  • Effective messaging & communication
  • Apply the 'risk' escalation chain matching the context/policy e.g. operational issues to managers and suspicious transactions to Compliance representatives
  • Perform other duties as required

Qualifications:

  • Bachelor’s degree in Accounting or Finance

  • Minimum 3to4 years of experience in the financial services

  • Effective communication and organization skills

  • Strong excel skills with the ability to quickly learn several applications

  • CPA qualification is advantageous but not required

  • Experience with complex and structures and Investran are favorable

  • Posted 16 Days Ago

  • Full time
  • R-628457
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