Client Service - Senior Associate
State Street
Who We Are Looking For
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 AnnualThe 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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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.