Client Service, Officer

Job Description

Who we are looking for

Strong leader and critical thinker to be part of a Client Service teams servicing large, complex custody-only client relationships. Our clients spans all domiciles globally and all product types. The team requires someone who is a top performer and able to handle a fast paced environment.

The Client Service Officer will be part of a team providing both relationship management and daily operational support to our asset manager/clients. The role is also responsible for the team’s work allocation and oversight, process improvement strategies, training of new staff, problem resolution of client inquiries,and serve as an escalation point for external and internal clients

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

• Responsible for managing multiple external client / investment manager relationships. 
• Responsible for the day to day management and successful oversight of the long-term relationships of assigned accounts.
• Responsible for strategic aspects of maintaining and growing long-term client relationships.
• Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved.
• Proactive identification of client needs and potential internal issues impacting client satisfaction.
• Works closely with internal teams and clients to drive execution of initiatives.

• Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment. Works with senior management keeping them informed of new developments, service issues, and new business opportunities.
• Provides project management support for client related initiatives.
• Acts as a liaison between business units to ensure successful implementation of service deliverables are being provided to the clients and the team.
• Supports the onboarding and conversion of new client relationships.

Education & Preferred Qualifications

• BS/BA degree required. MBA desirable
• Must have a minimum of 5-7 years of related experience, preferably in financial services industry.
• Experience in relationship management, strong verbal and written communications skills, and some experience with presentations a must.
• Must possess leadership and management skills.
• Knowledge of computer systems, financial operations and/or mutual fund and related industries a plus.

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.

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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.