Client Service & Operations Lead - Investments

State Street; Kansas City (MO); On-site; USD 60,000 - 101,000; Full time

Benefits offered by this job

401K with company match

Health, dental, vision insurance

Paid time off

Job summary

State Street in Kansas City, MO is seeking a Client Service Officer to manage client relationships and daily accounting/administration of client-sponsored funds.

You will lead onboarding/offboarding, coordinate reporting, and drive internal projects while maintaining accuracy and high service levels for large institutional clients. This is a hands-on, independent role requiring strong organization and multitasking.

Qualifications

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

Responsibilities

• Manage client relationships with both client personnel and client service providers.
• Review and/or preparation of various client related correspondence.
• Onboarding and offboarding of client accounts.
• Manage internal and client initiatives and projects.
• Assist in preparing client KPI’s and co-ordinate accurate reporting.
• Heavy client interaction on a daily basis.
• Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel.
• Special client projects
• Manage internal workflow and client deadlines.

Skills

Client management

Critical thinking

Problem solving

Organizational skills

Multitasking

Education

Bachelor's degree

Tools

Excel

MCH

MyStateStreet.com

Job description

State Street in Kansas City, MO is seeking a Client Service Officer to manage client relationships and daily accounting/administration of client-sponsored funds.

You will lead onboarding/offboarding, coordinate reporting, and drive internal projects while maintaining accuracy and high service levels for large institutional clients. This is a hands-on, independent role requiring strong organization and multitasking.