Fund Order Services, Client Solutions-Officer

State Street • Quincy, MA

2d • $60,000 - $101,250 • Onsite

About The Position

We are seeking a technically strong operations professional to translate the future-state service into clear requirements, partner with FRS through development, lead rigorous testing, and support the solution in production. This is not a testing coordinator role. The successful candidate will understand the end-to-end workflow, challenge the design, create and execute tests, use automation and AI where practical, diagnose failures, and remain accountable for technology-enabled service delivery after launch.

Requirements

• Fund operations experience combined with strong technical aptitude and the ability to understand complex end-to-end data and processing flows.
• Hands-on experience writing requirements and test cases, executing UAT, managing defects, and supporting production implementation or stabilization.
• Ability to review user stories and technology designs critically and translate operational needs into specific, testable outcomes.
• Experience working across integrated platforms, upstream and downstream teams, and exception-driven operating processes.
• Strong problem solving, precision, curiosity, ownership, and ability to work effectively as requirements and technology evolve.

Nice To Haves

• Experience with fund recordkeeping technology, workflow tools, interfaces, or automated transaction processing.
• Knowledge of data analysis, production monitoring, incident triage, service management, and technology control practices.

Responsibilities

• Translate the agreed operating model, controls, data needs, exception paths, and service outcomes into complete and testable business requirements.
• Partner closely with FRS to clarify requirements, review and approve user stories, resolve design questions, and ensure delivered functionality supports the full operational model.
• Maintain traceability across requirements, user stories, process flows, controls, test cases, defects, and readiness evidence.
• Challenge designs that create unnecessary manual work, weak controls, limited observability, or poor supportability.
• Create a risk-based test strategy and detailed test cases covering normal processing, exceptions, negative scenarios, controls, interfaces, data quality, volumes, recovery, and contingency paths.
• Execute UAT directly and coordinate regression, integration, end-to-end, and client testing with upstream and downstream teams.
• Use scripts, reusable datasets, AI, and automated testing wherever practical to improve coverage, repeatability, evidence, and speed.
• Document defects clearly, perform initial diagnosis, prioritize by service and control impact, retest fixes, and drive issues to verified closure.
• Produce transparent test results and recommend whether the solution is ready to progress.
• Validate production setup, monitoring, alerts, access, support ownership, runbooks, data flows, interfaces, and recovery procedures before launch.
• Support model office, production parallel, cutover, go-live, and stabilization, including rapid diagnosis and coordination of production issues.
• Ensure operational teams can identify when automated processing is incomplete or incorrect and have clear paths to investigate, recover, and escalate.
• Oversee the health and effectiveness of the automated service, including interfaces, exceptions, recurring defects, control results, and operational workarounds.
• Partner with Operations, FRS, Product, and Technology to resolve root causes and prioritize enhancements based on client, risk, control, and efficiency impact.
• Maintain regression assets and readiness documentation as functionality changes and new clients are onboarded.
• Identify opportunities to improve observability, straight-through processing, automated controls, testing efficiency, and service resilience.

Benefits

• competitive and comprehensive benefits packages
• generous medical care
• insurance
• savings plans
• flexible Work Programs
• development programs
• educational support
• flexible work-life support
• paid volunteer days
• matching gift programs
• access to employee networks
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed