Sales and Service Client Services, Officer

State Street • Quincy, MA

13d • Onsite

About The Position

This role is for a Client Services Officer who will manage client relationships, prepare client-related correspondence and deliverables, and interact heavily with clients on a daily basis. The individual will also work with internal teams on financial statements and Net Asset Value calculations, maintain relationships with client contacts including investment professionals, auditors, and legal personnel, and manage special client projects and internal workflow to meet client deadlines. The position requires strong accounting knowledge of alternative investments and the ability to communicate effectively with various levels of management at large clients. The ideal candidate is organized, can multitask, and thinks independently.

Requirements

• Good accounting knowledge of alternative investments
• Ability to interact at various levels of management at very large clients
• Ability to communicate answers back to client questions
• Organized and multitask
• Able to think independently
• Responsible for maintaining direct client relationships
• Strong critical thinking, problem solving, and decision making skills
• Good organizational skills
• Good communication skills
• 3-5 Years of Accounting experience
• 5-7 Years of Managing a team
• MCH and Excel knowledge

Responsibilities

• Manage client relationships with both client personnel
• Review and/or preparation of various client related correspondence
• Work with internal teams regarding client deliverables such as financial statements, Daily Net Asset Value calculations
• Heavy client interaction on a daily basis
• Maintain working relationship with all client contacts, including investment professionals, auditors, lawyers and banking personnel legal documents
• Special client projects
• Manage internal workflow and client deadlines

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
• paid volunteer days

What This Job Offers

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