Operations Client Service, Officer, Onsite

State Street • Boston, MA

9d • $65,000 - $113,750 • Onsite

About The Position

Who we are looking for We’re looking for someone with a strong foundation in accounting and/or custody knowledge related to public investments, paired with the ability to communicate effectively with stakeholders at all levels within large client organizations. This position is hands-on and involves managing daily operations, so it’s important that the candidate is well-organized, skilled at multitasking, and comfortable working independently. Additionally, the Client Service Officer is responsible for maintaining direct relationships with clients and overseeing the daily accounting and administration of several client-sponsored investment funds. The ideal candidate should be able to balance multiple priorities while delivering exceptional service and maintaining accuracy in their work.. Why this role is important to us You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for. What you will be responsible for As Client Service Officer you will 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 Assist in preparing client KPI’s and co-ordinate accurate reporting Heavy client interaction on a daily basis 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 What we value These skills will help you succeed in this role Client Management: Build strong client relationships and establish trust via proactive communication and understanding of client needs. Strong critical thinking, problem solving, and decision making skills Good organizational skills and multitasking abilities Education & Preferred Qualifications Bachelor’s degree required 5-7 years of experience in financial services MCH and Excel knowledge Additional requirements Salary Range: $65,000 - $113,750 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. 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. For a full overview, visit https://hrportal.ehr.com/statestreet/Home. About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement

Requirements

• Client Management: Build strong client relationships and establish trust via proactive communication and understanding of client needs.
• Strong critical thinking, problem solving, and decision making skills
• Good organizational skills and multitasking abilities
• Bachelor’s degree required
• 5-7 years of experience in financial services
• 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
• Assist in preparing client KPI’s and co-ordinate accurate reporting
• Heavy client interaction on a daily basis
• 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.
• For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
• As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees