Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Alpha Services, Senior Associate

$52k - $84.76k

State Street

Who We Are Looking For The position will support and maintain the production processing of client recordkeeping environments. The position will interface daily with the client's front office management and act as a subject matter expert and escalation point. Position has daily Client SLA's and must ensure the team meets internal deadlines in order for the client to trade on time. Why this role is important to us Position will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Trade Settlement, Performance, Reconciliation and others, and act as a subject matter expert for Front Office. Builds cooperative and professional internal/external relationships and utilizes all available resources throughout the organization to achieve company, team, and client goals. Who We Are Looking For The position will support and maintain the production processing of client recordkeeping environments. The position will interface daily with the client's front office management and act as a subject matter expert and escalation point. Position has daily Client SLA's and must ensure the team meets internal deadlines in order for the client to trade on time. Why this role is important to us Position will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Trade Settlement, Performance, Reconciliation and others, and act as a subject matter expert for Front Office. Builds cooperative and professional internal/external relationships and utilizes all available resources throughout the organization to achieve company, team, and client goals. 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 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 as needed. Ensure documentation protocols are followed. 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. 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. What We Value Performs work independently and analyzes and recommends solutions to complex and non-routine issues and special projects. Develops processes, procedures and controls. Handles regular independent interaction with client contacts. Focus of job on performing complex tasks and providing business and technical expertise in support of multiple clients. Acts as an advisor to other areas of the organization. Education & Preferred Qualifications Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting 1-3 plus years related industry experience including operational experience Working knowledge of Domestic and International financials and all related instruments Detailed understanding of operations Strong leadership and attention to detail Ability to develop business relationships within and outside the organization Excellent interpersonal, communication, organizational and problems solving skills Ability to multi-task, balance workload and work in a deadline oriented position Ability to meet aggressive SLA Deadlines Computer proficient including spreadsheet and database applications Salary Range $52,000 - $84,760 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Job ID: R-796665 #J-18808-Ljbffr State Street

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Alpha Services, Senior Associate in Berwyn, PA vacancy
  • $85k - $115k

    Right Executive Search, LLC is helping a Wayne, PA wealth management firm find a Senior Client Service Associate. The role supports advisors serving high-net-worth clients, handling onboarding, account administration, and client service workflows. The position offers a... 
    Senior
    Work at office

    Right Executive Search, LLC

    Wayne, PA
    3 days ago
  • $75k - $115k

    Job Description Senior Client Service Associate - Wayne, PA Hybrid (3 days in office) Wealth Management Base salary range: $75,000 - $115,000 DOE plus bonus About the Role Our client is a growing wealth management firm based in Wayne, PA seeking a skilled Senior Client... 
    Senior
    Work at office

    NPAworldwide

    Wayne, PA
    4 days ago
  • $85k - $115k

     ...to $115,000 DOE plus bonus About the Opportunity Our client is a growing wealth management firm seeking an experienced Senior Client Service Associate to support a team of advisors serving high-net-worth individuals and business owners. This is an excellent opportunity... 
    Senior
    Full time
    Work at office

    Right Executive Search, LLC

    Wayne, PA
    4 days ago
  • $80k - $140k

    Who we are looking forState Street Alpha brings together our clients’ choice of real-time data and intelligence across the investment...  ...them to focus on innovation and growth.The State Street Alpha Services Optimization & Strategy team is looking for qualified individuals... 
    Suggested
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Berwyn, PA
    3 days ago
  • BNY is seeking a Senior Associate in Trading Services located in Devon, Pennsylvania. The role involves analysis and order generation for managed solutions, reconciliation of SMA models, and error resolution. The ideal candidate will have a Bachelor's degree and 3-5 years... 
    Senior

    BNY

    Devon, PA
    1 day ago
  • BNY is seeking a Senior Associate for Trading Services in Berwyn, Pennsylvania. This role involves analyzing retail SMA accounts, managing SMA manager models, and resolving trade errors. Candidates should possess a Bachelor’s degree and ideally 5-7 years of experience in... 
    Senior
    Worldwide

    BNY

    Berwyn, PA
    3 days ago
  • BNY is seeking a proactive Client Service professional to support complex client interactions and build trusted relationships with external clients. Based in Berwyn, PA, you will work within the Managed Account Solutions team to deliver exceptional service to sophisticated... 
    Senior

    BNY

    Devon, PA
    22 hours ago
  • BNY Mellon is seeking a Senior Specialist, Client Operations to join our Client Service team in Berwyn, Pennsylvania. The role focuses on resolving complex client issues and guiding external clients to the right resources within the firm. You will leverage deep knowledge... 
    Senior

    BNY

    Devon, PA
    4 days ago
  • BNY Mellon in Berwyn, PA is seeking a Senior Specialist, Client Operations to join our Client Service team. The role focuses on resolving complex client issues and ensuring timely service delivery in a high-touch environment. You will work with external clients, analyze... 
    Senior

    BNY Mellon

    Devon, PA
    3 days ago
  • $52k - $94.12k

     ...Senior AssociateA leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We are a team...  ...State Street services our customers.As a Senior Associate you will be responsible for the preparation,... 
    Senior
    Temporary work

    State Street Corporation

    Berwyn, PA
    2 days ago
  • The OpportunityThis is a senior role within the Fixed Income Quantitative Research Group....  ...investment strategies. The role focuses on credit alpha generation, relative value, and portfolio...  ...our clients. To lead through product and services that transform our clients' lives. To... 
    Senior
    Full time

    Vanguard

    Malvern, PA
    4 days ago
  • $80k - $140k

     ...teams and departments within the organization, including Portfolio Services, Trade Settlement, Performance, Reconciliation and others, and...  ...and solutions for problem resolution. Interface with senior level internal and external clients and other departments on complex... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    State Street Bank

    Berwyn, PA
    2 days ago
  • $52k - $94.12k

     ...Senior Associate A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are passionate about delivering financial reporting and... 
    Senior
    Temporary work

    State Street

    Berwyn, PA
    2 days ago
  • $111.44k - $183.08k

    WSFS Bank in Pennsylvania is hiring a Business Banking Relationship Manager to manage and grow relationships with small-to-medium-sized businesses. The role involves delivering financial solutions, conducting financial analyses, and negotiating loan terms. Ideal candidates...
    Senior

    WSFS Bank

    Wayne, PA
    1 day ago
  • Interested in joining a growing publicly traded biotech company with a promising future? The ideal candidate will take hands‑on ownership of the accounting function while collaborating regularly with executive leadership. Impactful position that will focus on monthly &...
    Senior

    Dunn & Done Search

    Wayne, PA
    1 day ago
  • $52k - $94.12k

     ...For A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services...  ...revolutionize how State Street services our customers. As a Senior Associate you will be responsible for the preparation, analysis and... 
    Senior
    Temporary work

    State Street

    Devon, PA
    22 hours ago
  • $111.44k - $183.08k

    WSFS Bank in Berwyn, PA seeks a Business Banking Relationship Manager to manage relationships with small-to-medium-sized businesses. You will deliver customized financial solutions and grow business by providing expert financial advice. Ideal candidates have 5+ years in...
    Senior

    WSFS Bank

    Berwyn, PA
    1 day ago
  • CBRE in King of Prussia, PA seeks a Sr. Document Controller to supervise the team overseeing all aspects of Document Services for a designated location. You will manage schedules, tasks, and cross-training, ensuring accurate copy/print and mail operations. The role emphasizes... 
    Senior
    Work at office

    CBRE

    King of Prussia, PA
    3 days ago
  • CBRE Group, Inc. is seeking a Sr. Document Controller to supervise the Document Services team in King of Prussia, PA. You will oversee scheduling, tasks, and inventory control while ensuring compliance with customer expectations. The ideal candidate has a High School Diploma... 
    Senior
    Work at office

    CBRE Group, Inc.

    King of Prussia, PA
    1 day ago
  • $143.79k - $244.46k

     ...ProfessionalEmployment Type: Regular Full TimeCareer Level: T3-3Additional Locations: Original Posting Date: 06/22/26 Job Title: IT Technology Services Senior Specialist Location: Newtown Square, PA Work Model: Hybrid work model Purpose and Objective: SAP America, Inc. seeks an IT... 
    Senior
    Permanent employment
    Local area
    Flexible hours

    SAP

    Newtown Square, PA
    1 day ago
  • Requisition ID: 453372 Work Area: Information Technology Expected Travel: 0% Career Status: Professional Employment Type: Regular Full Time Career Level: T3-3
    Senior
    Full time

    SAP

    Newtown Square, PA
    more than 2 months ago
  •  ...client-facing role manages a complex portfolio of employee benefits accounts, delivering strategic consulting and superior client servicing. You will work as a trusted advisor to clients, navigating benefit strategies, compliance, and market trends with internal teams and... 
    Senior

    SolomonEdwards

    Wayne, PA
    3 days ago
  • Boyd Gaming Corporation is seeking a Housekeeping Manager to oversee personnel and operations in a casino setting. You will interview, hire, train, coach, evaluate, and discharge staff while establishing guidelines and training programs. Responsibilities include scheduling...
    Senior

    Valleyforge

    King of Prussia, PA
    4 days ago
  • Alera Group is hiring a Senior Manager, Client Service to lead Commercial Lines client service teams and deliver proactive guidance that protects client assets and supports long-term success. In this hybrid role, you will coach Account Managers and Service Coordinators... 
    Senior
    Remote job

    Dickerson Group

    Berwyn, PA
    4 days ago
  • $75k - $115k

    NPAworldwide is seeking a Senior Client Service Associate for our Wayne, PA location in a hybrid role (3 days in office). You will support advisors serving high-net-worth individuals and businesses with onboarding, account administration, and financial planning tasks. Base... 
    Senior
    Work at office

    NPAworldwide

    Wayne, PA
    4 days ago
  • Dunn & Done Search is seeking a skilled accounting professional to take hands-on ownership of the accounting function within a growing biotech company. This impactful role involves collaboration with executive leadership and a focus on monthly and quarterly closes while...
    Senior

    Dunn & Done Search

    Wayne, PA
    2 days ago
  • Hewlett Packard Enterprise seeks a Senior Director for Government & Regulatory Affairs within the Brand Security and Integrity Group. The role leads enterprise-wide monitoring of laws and regulations, advocating policy outcomes aligned with business priorities, and ensuring... 
    Senior

    Hewlett Packard Enterprise Company in

    King of Prussia, PA
    1 day ago
  • Sovereign Insurance Group in Berwyn, PA seeks a Senior Account Manager to service large commercial lines clients, maintain exceptional relations, and function as a generalist within the industries. This full-time role emphasizes teamwork, accuracy, and proactive service... 
    Senior
    Remote job
    Full time

    Sovereign Insurance Group

    Berwyn, PA
    4 days ago
  • Job Title: Senior Scientist / Principal Scientist - Biotransformation/Metabolite Identification.Location: Exton, PennsylvaniaFull-time Job Description: We are seeking a highly motivated and experienced Senior Scientist specializing in Biotransformation and Metabolite Identification... 
    Senior

    Frontage Laboratories

    Exton, PA
    2 days ago
  • Costco is seeking a full-time manager to oversee the Hearing Center and other warehouse areas, directing staff and ensuring high service standards. You will supervise employees, train apprentices, conduct performance reviews, and ensure safety, security, and proper procedures... 
    Senior
    Full time
    Apprenticeship

    Elijahhouseliving

    King of Prussia, PA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Alpha Services, Senior Associate. Be the first to apply!