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About the Role
The team you will be joining is part of State Street Global Services (SSGS), which provides asset owners and managers with essential financial tools for effective investment solutions. Join us to make your mark in the financial services industry from day one.
Responsibilities
- Deliver the highest quality of client plans.
- Schedule and manage the daily workflow of client relationships.
- Maintain strong client relationships.
- Evaluate and recommend process improvements for better client service and cost reduction.
- Ensure timely and accurate production of financial statements and related regulatory filings.
- Play an active role in managing relationships with clients and State Street coworkers.
- Set clear client expectations.
- Oversee the effective coordination of activities with other departments.
- Ensure all personnel are appropriately selected, thoroughly trained, and given timely and complete performance evaluation feedback.
- Ensure all controls and procedures are adhered to and recommend changes.
- Facilitate the successful start-up of new funds and conversion of new clients, ensuring thorough and proper planning.
- Ensure effective use of the reporting system and make recommendations for system enhancements.
- Remain informed of regulatory and reporting requirement changes and new industry and competitor developments.
- Evaluate staffing needs while continually striving for greater efficiencies.
- Develop internal training classes with the training liaison.
- Complete other special projects or tasks assigned.
- Play a key role in staff management.
Requirements
- Must have a minimum University degree in a related field (Accounting, Finance, Business Administration, etc.).
- 6 plus years’ experience.
- Experience in the financial services industry preferred.
- Minimum 2 years supervisory experience required.
- Strong organizational and interpersonal skills necessary.
- Accounting designation (CPA, CA, CGA, CMA) a plus.
Skills
- Excellent communication and interpersonal skills
- Confident and decisive
- Ambitious and energetic
- Strong work ethic - flexible and adaptable
- Can-do attitude with high energy
- Self-motivated with a passion for learning and growth
Location
- Primary location specified
Work Type
- Full-time
Experience Level
- 6 plus years’ experience
- Minimum 2 years supervisory experience
Education Level
- University degree in a related field (Accounting, Finance, Business Administration, etc.)
- Accounting designation (CPA, CA, CGA, CMA) a plus
Salary/Compensations
- $67,000 - $109,750 Annual
Benefits
- Competitive and comprehensive benefits packages
- Generous medical care
- Insurance plans
- Savings plans
- Flexible Work Program
- Development programs
- Educational support
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
About the Company
- State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
- We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
- We make all efforts to create a great work environment.
- We truly believe our employees’ diverse backgrounds, experiences and perspective 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.
- Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.
- Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
- We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
- We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
Equal Opportunity
- State Street is an equal opportunity and affirmative action employer.
- As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.