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Alpha Account Services Associate 2

Coordinate new account launches and closures across multiple business teams efficiently.
Sacramento, California, United StatesBerwyn, Pennsylvania, United States
Junior
3 days ago
State Street

State Street

State Street provides investment servicing, investment management, investment research and trading services to institutional investors worldwide.

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✨ About The Role

- The Alpha Account Services Associate 2 will support and maintain the production processing of client transition requests. - Daily interaction with clients' front office personnel is required, serving as a single point of contact for various account activities. - The role involves coordinating new account activity and ensuring operational readiness within agreed timeframes. - Responsibilities include reviewing and verifying peer work, maintaining documented workflows, and resolving discrepancies. - The position requires engagement in complex special projects and assignments, contributing to team goals.

âš¡ Requirements

- A bachelor's degree in finance, accounting, or economics is preferred for this role. - Candidates should have at least 1 year of related financial industry experience. - Strong attention to detail is essential, as the role involves handling multiple projects simultaneously. - The ideal candidate will have excellent interpersonal and communication skills to develop business relationships. - A proactive approach to problem-solving and the ability to analyze complex issues will contribute to success in this position.
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Alpha Account Services Associate 2
Sacramento, California, United States
Finance
About State Street
State Street provides investment servicing, investment management, investment research and trading services to institutional investors worldwide.