Jobs · Finance · Massachusetts

Sales and Service Client Services, Officer

State Street · Quincy, MA · 6 days ago
Finance$65k–$114k/yrFull-time

About the role

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.

Responsibilities

  • Manage client relationships with both client personnel
  • Review and/or prepare various client related correspondence
  • Work with internal teams regarding client deliverables such as financial statements, Daily Net Asset Value calculations
  • Heavy client interaction on a daily basis
  • Maintain working relationship with all client contacts, including investment professionals, auditors, lawyers and banking personnel
  • Legal documents
  • Special client projects
  • Manage internal workflow and client deadlines

Qualifications

  • 3-5 Years of Accounting experience
  • 5-7 Years of Managing a team
  • MCH and Excel knowledge

Benefits

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

Pay

$65,000 - $113,750 Annual

Schedule

Not specified

Similar jobs