Senior Associate, Private Markets Core Operations
State Street
full-time
Posted on:
Location Type: Office
Location: Kansas City • Kansas • 🇺🇸 United States
Visit company websiteSalary
💰 $52,000 - $94,120 per year
Job Level
Senior
About the role
- Oversee client service processes to ensure client deliverables are met
- Review and provide reporting to ensure deliverables are met for client inquiries
- Engage in heavy internal and external client interaction on a daily basis
- Maintain working relationship with all client contacts
- Manage internal workflow and client deadlines
- Identify any unusual or potentially suspicious transaction activity and report/escalate accordingly
Requirements
- Bachelor’s degree with Finance background
- 3+ years of financial services experience
- Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP)
- MCH accounting experience with a focus on income accruals
Benefits
- Tools to help balance your professional and personal life
- Paid volunteer days
- Access to employee networks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
advanced Exceladvanced formulaspivot tablesVLOOKUPMCH accountingincome accruals
Soft skills
client serviceclient interactionrelationship managementworkflow managementdeadline management
Certifications
Bachelor’s degree