Corporate Action Client Service, Senior Associate

State Street; City of Edinburgh; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player seeks a Senior Associate for its Corporate Actions Client Service team. This role involves acting as a subject matter expert, resolving client inquiries, and ensuring high-quality deliverables. You will work in a dynamic global environment, collaborating with colleagues and clients across different time zones. The company values strong communication, customer focus, and problem-solving abilities. Join a team that emphasizes diversity, inclusion, and professional growth, offering a supportive environment to help you thrive in the financial services sector.

Benefits

Generous medical care

Insurance and savings plans

Flexible Work Programs

Development programs

Educational support

Paid volunteer days

Matching gift programs

Qualifications

• Experience in Corporate Actions within finance is essential.
• Strong client service background in a custody or middle office environment.

Responsibilities

• Act as a senior member of the Corporate Actions Client Service team.
• Resolve client inquiries and ensure timely escalation as needed.
• Provide training and coaching to team members.

Skills

Strong communication skills

Customer focused approach

Problem solving skills

Ability to work under pressure

Willingness to learn

Flexible and positive attitude

Team player

Idea generation

Education

Degree level education (preferred)

Relevant financial services experience

Job description

Who we are looking for

State Street Corporate Actions consists of approximately 800 individuals with presence in 6 locations, globally carrying out an end-to-end Corporate Action process within a Fund Accounting, Middle Office and Custody environment.

An excellent opportunity has arisen at the Senior Associate level within Corporate Actions Client Service which involves working with clients as a Corporate Action specialist.

The candidate will be responsible for providing Subject Matter Expert support, answering Corporate Actions client inquiries and producing reporting deliverables within client service level agreements and agreed quality standards, as well as attending regular service calls with clients.

Working in a global team, the candidate will liaise with State Street colleagues and clients across multiple time zones on behalf of a diverse client base and may serve as an escalation point for clients.

Why this role is important to us

The team you will be joining is a part of State Street Global Delivery (SSGD). SSGD gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGD’s tools help our clients make better investment choices and act on growth opportunities.

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

1. Act as a senior member of a specialised Corporate Actions Client Service team, acting as a subject matter expert support on projects and initiatives aimed at improving the corporate action product.
2. Ensure client inquiries are resolved and escalated as needed, review aged inquiries to ensure appropriate and timely resolution in accordance with Standard Operating Procedures.
3. As required, participate in client calls and complete reporting tasks within the assigned timeframes.
4. Share knowledge, provide training and coaching to team members.
5. Assist managers by prioritizing the workload and ensure daily tasks are completed.
6. Identifying urgent issues and escalating to senior management.
7. Demonstrate understanding of State Street’s Risk Excellence principles and support the Risk Sensing function by identifying and documenting areas of potential risk, advocate solutions.
8. Provide coverage in the absence of team member or First Line Manager.

What we value

These skills will help you succeed in this role

• Strong communication and inter-personal skills essential
• Customer focused approach
• Ability to work under pressure and meet deadlines.
• Problem solving skills
• Willingness to learn
• Flexible and positive attitude, team player
• Idea generator

Education & Preferred Qualifications

• A good understanding of the financial services industry
• Experience of Corporate Actions in a custody and/or middle office environment
• Client Service experience in the finance industry
• Educated to a degree level (preferred) or relevant financial services experience.

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