State Street

Operations Client Service, Assistant Vice President

State Street

full-time

Posted on:

Location Type: Office

Location: Quincy • Massachusetts • United States

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Job Level

Lead

About the role

  • Oversee the management of teams that provide performance reporting, data collection, and data validation services to clients
  • Act as the primary escalation point for clients
  • Lead efforts on new client conversions, systems updates, and special projects
  • Provide direct oversight and mentorship to Officers on the team
  • Work closely with clients to provide data support and reporting solutions
  • Participate in client RFP discussions, and lead client training sessions as needed
  • Ensure teams are delivering timely and accurate data updates and reports to clients
  • Provide reporting solutions via online training as needed
  • Ensure that all team members are following Standard Operating Procedures and quality control checks are in place for all client deliverables

Requirements

  • BA/BS in finance, accounting, or a related discipline - MBA, CFA, or CPA is a plus
  • 8-10 years of experience working in Alternative Investments required
  • Proven expertise in performance measurement and accounting for Alternative Investments
  • Excellent organizational, interpersonal and service-oriented skills required
  • Proven ability to lead a team of managers and associates working on a wide array of responsibilities
  • Ability to work in various web-based applications and MS Office tools
  • Strong analytical skills, detail oriented, work independently and collaboratively
  • Strong verbal and written communications skills and have the ability to handle multiple priorities
Benefits
  • Generous medical care
  • Insurance and savings plans
  • Flexible Work Programs
  • Development programs and educational support
  • Paid volunteer days
  • Matching gift programs
  • Access to employee networks
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
performance measurementaccountingdata collectiondata validationreporting solutionsdata support
Soft Skills
organizational skillsinterpersonal skillsservice-oriented skillsleadershipanalytical skillsdetail orientedcommunication skills
Certifications
BABSMBACFACPA