Client Services & Operations Lead (AVP)

State Street; Quincy (MA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, and vision insurance

Paid time off including vacation and a

Long-term disability

Employee Assistance Program

Incentive compensation

Tax advantaged savings plans

Job summary

State Street seeks a Client Service Manager to serve as the primary operational contact for assigned clients, ensuring high-quality service delivery. You will coordinate cross-functional support, manage inquiries and escalations, and drive continuous improvement with operations, product, technology, risk, and relationship teams.

You will help onboard clients, monitor performance metrics, and lead remediation efforts while maintaining strong client relationships in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in client service, relationship management, operations, fund services, asset servicing, or financial services.
• Strong communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated ability to influence and coordinate across multiple teams.
• Strong analytical skills and attention to detail.
• Proven ability to manage client relationships and effectively resolve issues.

Responsibilities

• Serve as the primary point of contact for client service and operational matters.
• Build and maintain strong client relationships through proactive communication and engagement.
• Coordinate resolution of client inquiries, issues, and operational escalations.
• Monitor service delivery, client satisfaction, key performance indicators, and operational trends.
• Lead client remediation efforts and drive resolution of service concerns.
• Coordinate client onboarding activities, fund openings, closures, and business change requests.
• Facilitate cross-functional collaboration among Operations, Technology, Product, Risk, and Relationship Management teams.
• Support client due diligence meetings, operational reviews, and governance forums.
• Provide status reporting and communication on open items, initiatives, and service enhancements.
• Identify opportunities to improve client experience, operational efficiency, and service delivery. Support audits, risk management activities, and regulatory or compliance-related initiatives as required.

Skills

Communication

Organization

Problem-solving

Influence across teams

Analytical skills

Education

Bachelor's degree or equivalent experience

Job description

State Street seeks a Client Service Manager to serve as the primary operational contact for assigned clients, ensuring high-quality service delivery. You will coordinate cross-functional support, manage inquiries and escalations, and drive continuous improvement with operations, product, technology, risk, and relationship teams.

You will help onboard clients, monitor performance metrics, and lead remediation efforts while maintaining strong client relationships in a fast-paced environment.