Client Support, Senior Associate, State Street Investment Management

State Street•Quincy, MA

1d•Hybrid

About The Position

State Street Investment Management is seeking a Client Support Senior Associate to serve as a key contact for institutional clients and address trade-related inquiries and settlement needs accurately, promptly, and professionally. The role partners with the Global Institutional Group, Portfolio Management, and operational business units to resolve issues, manage risk, and deliver a high-quality client experience. The successful candidate is client-focused and solutions-oriented, exercises sound judgment on critical or time-sensitive matters, and acts as an extension of the Client Coverage Group while adhering to established controls, policies, and procedures. The position reports to the Client Support Manager and is based at the John Adams Building in Quincy. It includes maintaining client documentation, supporting process and quality improvements, assisting with training and development of junior team members, and providing coverage for the Client Support Manager when needed.

Requirements

Bachelor's degree in business, finance, or a related discipline, or equivalent relevant work experience.
At least five years of experience in financial services, preferably supporting institutional clients, investment management, trade operations, or a related function.
Ability to manage competing priorities, meet deadlines, and remain organized in a complex, global, and fast-paced hybrid work environment.
Strong client-service orientation and ability to communicate confidently and professionally by phone and in writing.
Ability to collaborate effectively and build productive relationships across teams and organizational levels.
Strong analytical, problem-solving, and decision-making skills, including the ability to take ownership and drive issues through resolution.
High attention to detail and demonstrated commitment to risk management, procedural discipline, and quality.

Responsibilities

Serve as a primary contact for institutional clients, responding to inquiries about trade placement, processing, and settlement.
Partner with operational teams, Portfolio Management, and other internal stakeholders to address client needs, resolve issues, and escalate risks when appropriate.
Maintain accurate and current client documentation, including Transaction Security Forms, Authorized Signer Lists, and wire instructions, in accordance with the Corporate Funds Transfer and Transaction Origination Policy (FTTOP).
Identify and implement practical solutions that improve the client experience, strengthen controls, and enhance operational efficiency.
Participate in and, when appropriate, lead projects and process-improvement initiatives.
Promote adherence to documented procedures, process standards, and established risk controls.
Support the training and development of junior team members and provide management with constructive feedback on their progress.
Provide coverage for the Client Support Manager when needed, including issue coordination and escalation support.
Develop technical knowledge of products, processes, and market practices relevant to institutional client servicing.
Assist with quality-control reviews and identify opportunities to improve accuracy and consistency.
Follow established escalation protocols for operational issues, control concerns, and potentially suspicious transactions.
Perform other responsibilities as assigned.

Benefits

Retirement savings plan (401K) with company match.
Medical, dental, vision, basic life, long-term disability, and optional insurance coverage.
Paid time off, including vacation, sick leave, short-term disability, and leave for family care responsibilities.
Employee Assistance Program.
Eligibility for annual performance-based incentive awards, with certain sales roles excluded.
Eligibility for certain tax-advantaged savings plans.
Flexible Work Programs.
Development programs and educational support.
Paid volunteer days.
Matching gift programs.
Employee networks.