About this role
Account Operations Specialist, Assistant Vice President (Wealth Custody & Clearing) at Statestreet. Location: Boston or Clifton. Role: reviewing accounts, maintaining accounts, processing transfers Requirements: Active Series 24 required, 3+ years broker-dealer/custody or wealth operations experience, undergraduate degree preferred, expertise in account onboarding/lifecycle, AML/KYC/CIP, and advisor-facing servicing; Salesforce experience a plus. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce Certifications: series 24 Commitment: Full Time Workplace: Onsite Languages: English