North America Client Services & Client Portal, Sr. Associate - State Street Investment Management

State Street • Boston, MA

6d • $52,000 - $87,880 • Onsite

About The Position

We are seeking a client-focused, proactive, and highly collaborative individual to support North American clients and Client Portal activities. Working closely with Sales and internal stakeholders, the role helps deliver a seamless client experience through effective coordination, problem-solving, and service support. The Client Services & Client Portal Sr. Associate will play an important role in delivering a scalable, client-centric service model for North American clients, combining day-to-day client servicing with support for the Client Portal and broader digital client experience.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 3-5 years of experience within asset management, investment. servicing, wealth management, financial services, or a related client-facing environment.
• Excellent verbal and written communication skills.
• Strong organizational and project coordination capabilities.
• Demonstrated problem-solving and stakeholder management skills.
• Proficiency in Microsoft Office applications, including Excel and PowerPoint.

Nice To Haves

• Experience supporting institutional investors, consultants, intermediaries, or retirement clients is preferred.
• Experience supporting client-facing technology platforms, digital channels, or portal solutions is highly desirable.

Responsibilities

• Partner with Sales and internal stakeholders to deliver a seamless client experience and meet client needs.
• Identify, escalate, and help resolve service issues and potential risks in a timely manner.
• Contribute to client support activities, including, but not limited to: Client Reporting queries and amendments, Liaising with Investment Operations (e.g., Shareholder services of authorized signatories list updates), Supporting TPRM process and 3rd party / vendor management, Supporting ad-hoc pooled fund communications, Supporting non-portal, operational, client inquiries.
• Coordinate with Technology and Operations teams to resolve client issues.
• Leverage client feedback and usage insights to improve portal adoption, functionality, and overall client experience.
• Maintain user documentation and training resources.
• Support initiatives to enhance client experience, service quality, operational efficiency.
• Monitor service trends, issues, client feedback, and help identify opportunities for improvement.
• Collaborate with global Client Services teams to share best practices and promote consistent service delivery.

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
• paid volunteer days

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level