Onboarding Operations, Associate 2

STATE STREET CORPORATION; Quincy (MA); On-site; USD 42,000 - 67,000; Full time

Benefits offered by this job

401K match

Health insurance

Dental insurance

Vision insurance

Paid time off

Employee assistance program

Annual bonus

Job summary

STATE STREET CORPORATION in Quincy, MA, seeks a Unit Dealing Associate II to support mutual fund trading operations, onboard new key clients, and contribute to testing the new trading platform.

You will build relationships across teams, assist with business requirements, and help automate processes to reduce risk and streamline workflows.

Qualifications

• Bachelor’s degree or equivalent required.
• 3+ years’ experience in financial services industry preferred.
• Ability to understand and contribute to documented business and technical system requirements.

Responsibilities

• Develop understanding of mutual fund trading infrastructure and processes.
• Onboard new key clients to the unit dealing service.
• Test and implement new functionality on the trading application with management, IT, and vendors.
• Assist with client reporting and client projects; ensure deliverables meet deadlines.

Skills

Analytical mindset

Critical thinking

Problem solving

Clear communication

Integrity

Education

Bachelor’s degree or equivalent

Job description

Who we are looking forThis is an exciting opportunity to be part of a growing team, and the incumbent will contribute to key strategic projects in addition to delivering services for our clients. This Associate position plays a key role within our mutual fund trading team. The role will be responsible for onboarding new key clients to our unit dealing service and will contribute to testing our new mutual fund trading platform and will contribute to building our future state model.Why this role is important to usThe team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.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 forAs Unit Dealing Associate II you willDevelop a deep understanding of existing mutual fund trading infrastructure and business processesAssist with client conversions/start-ups of new client relationshipsWork autonomously with confidence in a fast-moving, complex technical environmentBuild relationships with colleagues across multiple functional groupsAssist with business requirements, testing, and implementing new functionality on our trading application in coordination with management team, clients, IT, and the vendorResearch and resolve inquiries for clients, trading partners, and internal stakeholdersEnsure all team deliverables are met within assigned deadlines on a daily basis, document and update procedures and team checklists, ensure adherence to standard operating proceduresAssist with client reporting and client projectsAnalyze internal processes and look to automate, reduce risk, and streamline workflowsWhat we valueThese skills will help you succeed in this roleAnalytical mindset and strong critical thinkingProblem solving and decision making skillsConfident & clear communicator with ability to articulate complex concepts to any audienceHighly motivated with exceptional integrityAbility to understand and contribute to documented business and technical system requirementsEducation & Preferred QualificationsBachelor’s degree or equivalent3+ years’ experience in financial services industryAbout State StreetWhat 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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 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. We warmly welcome the 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 program 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/careersSalary Range:$41,600 - $66,560 AnnualThe 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.Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit https://hrportal.ehr.com/statestreet/Home .About State StreetAcross 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. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.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.Discover more information on jobs at StateStreet.com/careersRead our CEO StatementJob 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.