Client Support, Officer - State Street Investment Management

State Street; Quincy (MA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

State Street Investment Management in Quincy seeks a Client Support Officer to ensure exemplary service for institutional trading clients and to resolve issues promptly. The role collaborates with multiple internal units to meet client needs and maintain accurate documentation.

The position requires building strong relationships, effective time management, and a proactive approach in a hybrid work environment at the John Adams Building.

Qualifications

• Bachelor’s degree in Business, Finance, or equivalent work experience.
• Excellent collaborative, interpersonal, organizational, and communication skills.
• Strong problem resolution and analytical skills.

Responsibilities

• Respond to general inquiries related to trade placement and settlement to ensure client satisfaction.
• Collaborate with internal operations and portfolio management to address client needs promptly.
• Maintain internal client documentation (e.g., Transaction Security Forms, Authorized Signers Lists, Wire Instructions).
• Propose and implement process improvements within the Client Support Team.
• Participate in IT initiatives impacting Shareholders Services and test front-to-end functionality.

Skills

Time management

Communication skills

Interpersonal skills

Analytical skills

Education

Bachelor's degree in Business/Finance

Job description

State Street Investment Management, the asset management division of State Street Corporation, is actively hiring a Client Support Officer. This Officer‑level position will report to the Client Support Manager in the corporate headquarters at the John Adams Building in Quincy. The Client Support Officer’s primary responsibility is working with our institutional clients to ensure their trading needs are addressed to the highest level of satisfaction and any issues or problems are resolved promptly and professionally. In addition to working with our external clients, the Client Support Officer will collaborate internally with various Business Units across Investment Management, including the Client Coverage Group and Portfolio Management team.

Job Responsibilities

• Ensure the highest quality of client satisfaction by responding to clients on general inquiries related to trade placement and settlement with SS Investment Management
• Collaborate with internal operational and portfolio management areas to respond to client needs in a timely manner and take immediate action to address issues as they arise, escalating when appropriate
• Maintain current client internal documentation such as Transaction Security Forms, Authorized Signers Lists, Wire Instructions, etc. in accordance with our Corporate FTTOP Policy
• Actively and enthusiastically offer creative solutions and always find ways to improve or enhance the client experience
• Enforce process standards and documented procedures
• Assist manager in quality control checks
• Conform with the ‘risk’ escalation chain for operational issues and suspicious transactions
• Act as the primary escalation contact for day-to-day inquiry resolution, working with members of the Client Support Team to assist clients in a timely and accurate manner
• Propose and implement process changes within the Client Support Team, creating job aids and hosting training sessions for the team
• Participate in and/or lead project work related to multiple IT initiatives that impact Shareholders Services in the short, medium, and long term
• Work closely with the Client Support Manager to perform front to end testing for various IT initiatives
• Perform other duties as needed

Qualifications

• Bachelor’s degree in Business, Finance, or equivalent work experience
• Minimum 5 years in financial services
• Work experience or demonstrated ability for exceptional time management capabilities
• Ability to work in a complex, global, fast‑paced environment and deliver solid action‑oriented results quickly in a Hybrid Work Environment
• Team player able to work effectively at all levels of an organization
• Excellent collaborative, interpersonal, organizational, and communication skills (written and verbal) including a confident and professional telephone presence
• Strong problem resolution and analytical skills

Salary Range

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes a 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.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Job Application Disclosure

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.