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Client Service - Senior Associate

Manage client relationships and oversee operational teams to ensure high-quality investment service delivery
Quincy, Massachusetts, United States
Mid-Level
$52,000 – 87,880 USD / year
1 month ago
State Street

State Street

A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.

49 Similar Jobs at State Street

Job Title

A client-focused contributor with 2-4 years of experience (preferably in financial services) to manage client relationships, oversee operational teams, and drive process improvements. The ideal candidate will possess strong leadership, critical thinking, and communication skills, and thrive in a fast-paced, collaborative environment.

Why This Role Is Important

You will join State Street Global Delivery supporting asset owners and managers with essential financial tools and services. Your work will directly impact client satisfaction, operational efficiency, and the delivery of high-quality investment solutions.

Key Responsibilities

Act as a primary point of contact for operational activities and client inquiries, ensuring prompt follow-up and resolution of exceptions to mitigate risk and deliver excellent client service.

Monitor and oversee the performance of Shared Service Teams, global Centers of Excellence, ensuring accurate and timely calculation and dissemination of net asset values for client portfolios.

Maintain working knowledge of process operating models and assist with deployment of operational changes and technology enhancements.

Implement standard practices, processes, tools, and automation; recommend system enhancements and process improvements.

Participate in research and resolution of client issues, compliance/fiduciary reviews, and audits.

Display expertise in functional and technical knowledge across multiple disciplines; attend training as required.

Proactively share and promote new ideas to support process improvements and changes.

Respond in a timely manner to internal and external issues and queries.

Apply appropriate risk escalation chains, matching context and policy (e.g., operational issues to managers, suspicious transactions to Compliance).

Volunteer for ad-hoc projects and assist with last-minute requests as needed.

Qualifications

Bachelor's degree in Business, Accounting, Finance, Economics, or equivalent experience preferred.

2 to 4 years of experience in accounting, finance, mutual fund operations, loan servicing, or related field preferred.

Strong technology skills (Microsoft Excel, Word, etc.), problem-solving, and analytical abilities.

Demonstrated leadership within teams and among peers.

Excellent communication, interpersonal, and organizational skills, including time management and multitasking capability.

Accuracy, detail orientation, and aptitude for math.

Ability to work under pressure and meet deadlines in a fast-paced environment.

Salary Range: $52,000 - $87,880 Annual

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.

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Client Service - Senior Associate
Quincy, Massachusetts, United States
$52,000 – 87,880 USD / year
Support
About State Street
A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.