Operations Client Service, Officer

What You Will Be Responsible For

• Manage client relationships with both client personnel and client service providers
• Review and/or prepare various client related correspondence
• Onboarding and offboarding of client accounts
• Manage internal and client initiatives and projects
• Aid in preparing client KPIs and coordinating accurate reporting
• Handle heavy client interaction on a daily basis
• Maintain working relationships with all client contacts, including investment professionals, investors, auditors, lawyers, and banking personnel
• Special client projects management
• Manage internal workflow and client deadlines

What We Value

• Client Management: Build strong client relationships and establish trust via proactive communication and understanding of client needs.
• Strong critical thinking, problem solving, and decision making skills.
• Good organizational skills and multitasking abilities.

Education & Preferred Qualifications

• Bachelor’s degree required
• 5-7 years of experience in financial services
• MCH and Excel knowledge

Pay

Salary Range: $60,000 - $101,250 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.

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 Employee Assistance Program
• Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
• Eligibility for certain tax advantaged savings plans

About State Street

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.