AVP, Bank Loan Operations & Client Services

State Street Corporation; Quincy (MA); On-site; USD 90,000 - 158,000; Full time

Benefits offered by this job

401K with company match

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid time off

Volunteer days

Employee networks

Retirement savings plan

Job summary

State Street Corporation in Massachusetts is seeking a seasoned operations professional to manage client inquiries and production activities for client support specialists. You will coordinate new funds, systems, and processes while driving best practices across teams.

A BS/BA degree with 5-7 years in financial services and Bank Loan experience is required, along with proficiency in Wall Street Office (WSO). The role emphasizes accuracy, speed, and collaboration across global teams.

Qualifications

• BS/BA degree required.
• Minimum 5-7 years of related experience, preferably in financial services.
• Experience in working with Bank Loan asset class required.
• Proficiency with Wall Street Office (WSO).

Responsibilities

• Act as primary contact and escalation point for operational issues
• Receive and resolve inquiries from client, Client Management, COEs, BU Shared Services and BU Client Service and ensure timely resolution.
• Maintain and monitor open items, issues, logs, project lists…
• Address custom client requests, manage production activities of Client Support Specialists 1, 2 and Senior Specialists.
• Coordinate the implementation of new funds, systems and processes.
• Assist with client conversions and other client projects.
• Identify and implement consistent operational best practices.

Skills

Client management

Team management

Multi-point reconciliations

Fund accounting

Custody

Vendor data sourcing

Automation

Critical thinking

Meeting deadlines

Education

BS/BA degree

Job description

State Street Corporation in Massachusetts is seeking a seasoned operations professional to manage client inquiries and production activities for client support specialists. You will coordinate new funds, systems, and processes while driving best practices across teams.

A BS/BA degree with 5-7 years in financial services and Bank Loan experience is required, along with proficiency in Wall Street Office (WSO). The role emphasizes accuracy, speed, and collaboration across global teams.