Operations Client Service, AVP

State Street • Quincy, MA

20h • $80,000 - $140,000

About The Position

Candidate must have a good accounting knowledge of public investments. We are looking for someone that can interact at various levels of management at very large clients where they are able to communicate answers back to their questions. We are looking for someone that can manage the day to day operations. We are looking for a candidate that is organized and multitask and be able to think independently. Client Service AVP would be responsible for maintaining direct client relationships and the day-to-day accounting and administration for several client sponsored investment funds. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Requirements

• Strong critical thinking, problem solving, and decision making skills
• Good organizational skills
• Good communication skills
• 5-7 Years of Accounting experience
• 5-7 Years of Managing a team
• MCH and Excel knowledge

Responsibilities

• Manage client relationships with both client personnel and client service providers
• Review and/or preparation of various client related correspondence
• Onboarding and offboarding of client accounts.
• Manage internal and client initiatives and projects
• Work with internal teams regarding client deliverables such as financial statements, capital calls and distribution notices
• Heavy client interaction on a daily basis
• Understand how to navigate through limited partnership agreement
• Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel
• Special client projects
• Manage internal workflow and client deadlines

Benefits

• 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.

What This Job Offers

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