Senior Associate, Front Office Operations Lead

State Street; Berwyn (PA); On-site; USD 52,000 - 85,000; Full time

Benefits offered by this job

401K with company match

Life/Medical/Dental/Vision insurance

Paid time off

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

State Street seeks a proactive leader to support and maintain production processing of client recordkeeping environments in Berwyn, PA. You will interface daily with front office management as a subject matter expert and escalation point, ensuring client SLAs are met so trades occur on time.

You will interact with Portfolio Services, Trade Settlement, Performance, Reconciliation and others, building professional relationships while driving risk control and process improvements.

Qualifications

• Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting
• 1-3 plus years related industry experience including operational experience
• Working knowledge of Domestic and International financials and all related instruments
• Detailed understanding of operations
• Strong leadership and attention to detail
• Ability to develop business relationships within and outside the organization
• Excellent interpersonal, communication, organizational and problems solving skills
• Ability to multi-task, balance workload and work in a deadline oriented position
• Ability to meet aggressive SLA Deadlines
• Computer proficient including spreadsheet and database applications

Responsibilities

• Oversee day-to-day team responsibilities with strong risk management and controls.
• Eliminate risk incidents and inadvertent data disclosures.
• Take a lead role in internal or external audits and verify staff work daily.
• Ensure documentation protocols are followed and review processes as needed.
• Provide training for new team members and cross-train existing staff.
• Onboard new employees and handle complex inquiries from clients and internal teams.
• Approve workflows and maintain up-to-date procedures and checklists.
• Prepare ad-hoc reporting and support complex projects like new client onboarding.

Skills

Leadership

Attention to detail

Interpersonal skills

Communication

Organizational skills

Problem solving

Multi-tasking

SLA deadlines

Excel/database proficiency

Education

Bachelor's degree in finance, accounting, or economics or equivalent work experience in finance or accounting

1-3+ years related industry experience including operational experience

Working knowledge of Domestic and International financials and all related instruments

Detailed understanding of operations

Job description

State Street seeks a proactive leader to support and maintain production processing of client recordkeeping environments in Berwyn, PA. You will interface daily with front office management as a subject matter expert and escalation point, ensuring client SLAs are met so trades occur on time.

You will interact with Portfolio Services, Trade Settlement, Performance, Reconciliation and others, building professional relationships while driving risk control and process improvements.