Client Operations Associate Jobs in Dana Point, CA

Who we are looking for
In this role, you will work with State Street teams across the globe to support premier investment management clients. You will have immediate responsibility for overseeing day-to-day accounting, lifecycle and trade-related activities in a fast-paced, highly collaborative environment. This role requires strong client focus, operational discipline, and the ability to work independently while managing competing priorities.
Why this role is important to us
You will serve as a first line of defense in identifying and escalating potentially risky activity while ensuring accuracy across client and transaction data. Working closely with internal partners and external stakeholders, you will contribute to a high-visibility team focused on delivering exceptional client service and implementing innovative, efficient solutions that enhance how State Street serves its clients.
What you will be responsible for
As a Senior Associate, you will:
• Act as a resource within the assigned business unit to resolve complex operational and client-related issues involving clients, counterparties, custodians, brokers, and internal teams.
• Maintain comprehensive and accurate information across client trading platforms, and internal records.
• Deliver high-quality service through timely follow-up, proactive communication, and serving as a trusted operational partner to internal and external stakeholders.
• Research, analyze, and respond efficiently to internal and external client inquiries, ensuring timely and effective resolution.
• Support the Operations team by managing and resolving actions across all client types using approved systems and custodian platforms.
• Perform processing and control-related tasks as required to support daily processing routines and regulatory standards.
• Prepare, complete, review, and validate standard and ad hoc client reporting to ensure accuracy and consistency.
• Apply data analytics and application knowledge to identify and create solutions to improve processing
What we value
These skills will help you succeed in this role
• Exposure to asset management, banking operations, or financial services environments.
• Working knowledge of Microsoft Office applications, experience with trading platforms and VBA, SQL, Python is a plus.
• Strong verbal, written, and interpersonal communication skills.
• Highly self-driven, with the ability to take direction, problem-solve independently, and deliver results with minimal oversight.
• Adaptability when priorities shift, with the ability to work independently and manage ambiguity effectively.
Education & Preferred Qualifications
• 2-4+ years of relevant professional experience.
• Bachelor's degree required; Business-related major, Accounting, or Finance preferred.
Work Requirement
This position is primarily onsite and requires employees to work in the office four (4) days per week.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Discover more at StateStreet.com/careers
Salary Range:
$58,240 - $92,560 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 https://hrportal.ehr.com/statestreet/Home.
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
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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.