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Operations Client Service, Off

Own our end-to-end operational workflow and client onboarding processes for institutional custody clients
Kansas City, Missouri, United States
$60,000 – 101,250 USD / year
3 days ago
State Street

State Street

Provides investment servicing, management, and data solutions for institutional investors, including asset managers, pension funds, and insurers.

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Job Title

Responsibilities include:

Manage accounting ledger/books of record and regulatory reporting for companies under STAT/GAAP/TAX/IFRS bases.

Manage and plan resources ensuring delivery of outcomes are consistent, timely and accurate

Maintain understanding of client SLA provisions and relevant KPIs to ensure delivery of the highest quality of client services

Deliver highly valued services and solutions to clients to ensure quality services are consistently delivered and clients are offered State Street's full range of services as their needs and our services evolve

Understand risks and make sure that appropriate, clearly defined controls are established and executed

Develop, engage and retain an industry leading workforce using GHR Tools and other resources

Supports environments for continuous team review and peer group collaboration to identify process improvement opportunities

Execute oversight activities to ensure interdepartmental deliveries are monitored and risks highlighted and addressed

Provide Subject Matter Expertise for new business on-boarding and other projects as required

Effective messaging & communication

Manage own performance through engaging in the PPR process and attending relevant training, e.g. as per the development pathways.

Assists with compliance/fiduciary reviews, controls, and audits as appropriate

Manages and oversees service delivery for operational and risk activities i.e. inquiry resolution, requests, pricing, custody, loan and credit facilities, account administration activities, online application support, and monitor receivables/billing collections

Monitor and comply with changes to the 'risk' escalation chain including communicating amendments to staff where needed e.g. issues and suspicious transactions

Perform other duties as required

Experience servicing institutional custody client relationships preferred

Salary Range: $60,000 - $101,250 Annual

The 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.

State Street is an equal opportunity and affirmative action employer.

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. 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.

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Operations Client Service, Off
Kansas City, Missouri, United States
$60,000 – 101,250 USD / year
Operations
About State Street
Provides investment servicing, management, and data solutions for institutional investors, including asset managers, pension funds, and insurers.