Unclassified - Quincy, MA

posted 4 months ago

Full-time - Entry Level
Quincy, MA

About the position

Join our Custody Income team and further your operational knowledge along with client, borrower, and broker relationships. You will work with senior team members and be responsible for the production and distribution of timely income claims and process improvements. You will be a resource for client inquiries and day-to-day issues while managing client, borrower, and broker relationships. The team you will be joining is a part of State Street Global Delivery (GD). GD ensures our clients' income is received and credited to their account timely and accurately. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Responsibilities

  • Work with borrowers, brokers, and internal teams to expedite past due income resolution.
  • Ensure all internal and external inquiries are resolved in a timely and accurate manner and communicate effectively with clients when necessary.
  • Maintain knowledge of current alternative procedures and processes.
  • Document any updates or changes to formal procedures, databases, etc.
  • Participate in projects as well as prepare and verify information for those various projects/special requests as directed.
  • Coordinate work efforts when multiple Associates are needed to complete work.
  • Participate in individual ongoing training and development.

Requirements

  • Minimum of a BS/BA degree preferably in accounting, finance, or economics related area.
  • At least 2 years of experience with Income or equivalent Finance related operations.
  • PC literacy and ability to utilize Microsoft suite of applications.
  • Experience with State Street applications preferred but not required.

Nice-to-haves

  • Excellent interpersonal, organizational and communication skills.
  • Ability to effectively handle and resolve numerous ongoing communications and reporting deliverables in a fast-paced environment.
  • A self-motivated individual with attention to detail and strong critical thinking and problem solving.

Benefits

  • Generous medical care, insurance and savings plans.
  • Flexible Work Programs to help match your needs.
  • Development programs and educational support to help reach full potential.
  • Paid volunteer days and matching gift programs.
  • Access to employee networks that help you stay connected.
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