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State Street · 1 week ago

Alpha Account Transitions, Officer

Berwyn, PA

Full-time

Onsite

Mid, Senior Level

$65K/yr - $106K/yr

4+ years exp

State Street is a global leader in financial services, providing essential tools for investment solutions. The Alpha Account Transitions Officer will oversee production processing for client accounts and act as a subject matter expert while ensuring operational readiness and compliance with internal controls.

BankingFinanceFinancial Services

Responsibilities

Oversee the day to day responsibilities of the team by developing a strong risk management and controlled environment. Eliminate risk incidents and inadvertent data disclosures. Take a lead role in any internal or external audits

Confirm the completion of the review and verification of the staff's work on a daily basis, enforcing stringent procedures and controls. Assist in the review and verification process. Ensure documentation protocols are followed

Act as instructed by client. Conduct high-level analysis in specific areas of expertise, identify and resolve work-processing issues, make suggestions to streamline operations and implement

Perform a team lead function. Act as a subject matter expert and provide guidance to other employees; including training for new team members, and cross training for existing team members

Take active role in new employee onboarding. Ensure adequate access is set up for new employees and assist in the development of a training schedule

Research complex issues and inquiries. Resolve discrepancies and take action on complex and escalated matters from external clients and internal departments

Approve documented workflow, procedures and controls. Ensure documented procedures and checklists are maintained and up to date

Determine impact of activity to other areas

Make proactive recommendations and solutions for problem resolution

Interface with senior level internal and external clients and other departments on complex matters and inquiries

Ad-hoc reporting, including daily, weekly and monthly metrics

Engage in complex special projects and assignments including new client onboardings

Cover various supervisory functions when necessary

Qualification

Financial instruments knowledgeRisk managementTeam leadershipClient relationship managementProcess documentationProblem solvingMulti-taskingExcel proficiencySQL knowledgeVBA knowledgeAccess knowledgeInterpersonal skillsCommunication skillsOrganizational skillsAttention to detail