Sales and Service Client Services, AVP

State StreetQuincy, MA
$80,000 - $140,000

About The Position

The Client Service Manager serves as the operational contact for assigned clients and is responsible for delivering a high-quality client experience. The role oversees client service delivery, coordinates cross-functional support teams, manages client inquiries and escalations, and drives continuous improvement initiatives. This position partners closely with operations, product, technology, relationship management, and risk teams to ensure client needs are met and service commitments are achieved.

Requirements

  • Bachelor's degree or equivalent experience.
  • Experience in client service, relationship management, operations, fund services, asset servicing, or financial services.
  • Strong communication, organizational, and problem-solving skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Demonstrated ability to influence and coordinate across multiple teams.
  • Strong analytical skills and attention to detail.
  • Proven ability to manage client relationships and effectively resolve issues.

Responsibilities

  • Serve as the primary point of contact for client service and operational matters.
  • Build and maintain strong client relationships through proactive communication and engagement.
  • Coordinate resolution of client inquiries, issues, and operational escalations.
  • Monitor service delivery, client satisfaction, key performance indicators, and operational trends.
  • Lead client remediation efforts and drive resolution of service concerns.
  • Coordinate client onboarding activities, fund openings, closures, and business change requests.
  • Facilitate cross-functional collaboration among Operations, Technology, Product, Risk, and Relationship Management teams.
  • Support client due diligence meetings, operational reviews, and governance forums.
  • Provide status reporting and communication on open items, initiatives, and service enhancements.
  • Identify opportunities to improve client experience, operational efficiency, and service delivery.
  • Support audits, risk management activities, and regulatory or compliance-related initiatives as required.

Benefits

  • 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
  • eligibility for certain tax advantaged savings plans
  • inclusive development opportunities
  • flexible work-life support
  • paid volunteer days
  • vibrant employee networks
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