Who we are looking for
State Street is seeking a skilled and proven candidate to work with the team responsible for Back Office Accounting, Custody and Insurance client conversion initiatives and deliverables at the Officer level. The team you will be joining is a part of State Street Global Delivery - Client Business Integration where we serve our clients with distinction and organizational excellence to deliver exceptional client experience.
Why this role is important to us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
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 for

As a Core Operations Officer, you will

• Execute of onboarding plan and associated activities supporting accounting, custody and insurance clients
• Coordinate client conversion activity including new client onboardings, outgoing conversions, transition management, mergers, interfund transfers and in-kind transfers with internal teams and external stakeholders
• Ensure accurate and timely settlement of securities transfers across global markets
• Liaise with counterparties and other financial institutions to facilitate transfers
• Adhere to regulatory standards during the conversion process
• Support new client relationships and expansion of existing relationships
• Communicate with clients and internal stakeholders to assess overall conversion status, identify and work collectively to ensure processing follows best practices
• Monitor potential risks associated with asset movements and conversions
• Act as a point of contact for addressing inquiries related to assets transfers and custody settlements
• Ensure project management is updated, highlighting all potential risks with possible solutions in a timely manner
• Develop and foster a culture of collaboration within the team and across business lines
• Work in partnership with teams and management across the organization on conversions and ad-hoc support requests

What we value

These skills will help you succeed in this role

• Knowledge of Investment Manager Servicing, Transaction Management, Capital Markets, Back Office Accounting and Custody operations, Recon and Core State Street business offerings
• Previous experience in a client service and/or accounting role preferred
• Strong knowledge of global custody operations, settlement processes and asset servicing
• Proven strong communication, interpersonal, decision-making and negotiation skills
• Organized with the ability to multi-task in a fast-paced environment

Education & Preferred Qualifications

• Minimum Bachelor’s degree or equivalent with a focus in Accounting, Economics, Finance, Technical or related field preferred
• Minimum 4+ years financial services experience
• Proficient in Microsoft Office Word, PowerPoint and Excel
• Experience with ePAM Insurance a plus

Additional requirements
Candidate is expected to follow State Street corporate policies regarding return to office (RTO).
About State Street
What 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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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 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 programs 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/careers

• Knowledge of Investment Manager Servicing, Transaction Management, Capital Markets, Back Office Accounting and Custody operations, Recon and Core State Street business offerings
• Previous experience in a client service and/or accounting role preferred
• Strong knowledge of global custody operations, settlement processes and asset servicing
• Proven strong communication, interpersonal, decision-making and negotiation skills
• Organized with the ability to multi-task in a fast-paced environmen