Client Service, Senior Associate at State Street in Quincy, Massachusetts

Job Description:

Who we are looking for

We are looking for a team player.  Someone who can act as a primary point of contact for assigned clients.  All issues and initiatives will need to be managed to a satisfactory conclusion, ensuring client satisfaction.

Major Responsibilities-Develop and maintain a clear understanding of assigned clients' portfolios and their requirements

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

As a client service senior associate you will

-Act as an intermediary between the client and various State Street operational units.

-Establish a good relationship with assigned clients and their key staffs

-Proactively liaise and resolve between client and State Street with regard to day to day operational issues

-Assist management on ad hoc assignments-Coordinate standard transitions: portfolio/market opening/closing, gather proper documentation etc.

-Prepare specific management information as requested.

-Ensure full adherence and implementation of the Risk Management Policy and internal procedures at all times (e.g. KYC, FTOP/TOP, etc.) in order to prevent losses.

-Communicate and document non-compliance issues as they arise to senior manager.-Demonstrate ability to utilize State Street systems to ensure prompt investigating issues raised by the clients.

-Accurate and prompt obtaining data that inquired by the clients.

-Escalate urgent/ major issues to the manager’s attention.

What we value

These skills will help you succeed in this role

• Ability to work in a team




• Critical thinking

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary: