Client Implementation & Service, Associate 2
State Street CorporationMatch Score
Against your primary resumeLogin to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand, metro location, mid-level generalist role, broad skillset increases competition.
Role requires specialized broker setup and corporate actions knowledge, limiting cross-industry transferability.
Explicit 3+ years and domain-specific middle-office expertise required, with Excel/Power BI preferred.
Job Description
Structured overview of role & requirementsAbout This Role
Manage daily Broker Set Up and Corporate Action Fund Set Up requests ensuring SLA and quality standards adherence.
Coordinate and perform reference data activities supporting middle-office trade processing, including onboarding, conversions, and fund maintenance.
Lead quality reviews, issue investigations, root cause analysis, and support process improvements including automation initiatives.
Minimum Requirements
Bachelor’s degree in Finance, Commerce, Accounting, Business Administration, Economics, or related discipline.
3+ years of relevant financial-services experience in Broker Set Up, Reference Data, Corporate Actions, Middle Office Operations, Client Onboarding, or Asset Servicing.
Proficiency in Microsoft Excel; Power BI experience preferred; exposure to Power Query, Power Automate or similar automation tools is a plus.
Work Experience Required: 3+ years in financial services as stated; Notice Period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in managing complex reference-data and middle-office operations with strong risk and control adherence.
Skilled in cross-functional coordination with teams like Client Onboarding, Technology, and Operations to support client implementations and conversions.
Capable of handling competing priorities and driving operational efficiency through data analysis and automation support.