Client Support, Senior Associate, State Street Investment Management

State Street Investment Management; Quincy (MA); On-site; USD 52,000 - 85,000; Full time

Job summary

State Street Investment Management, the asset management division of State Street Corporation, is seeking a Client Support Senior Associate based at the John Adams Building in Quincy, MA. The role serves as a key contact for institutional clients handling trade-related inquiries, settlements, and documentation, partnering with Global Institutional Group and Portfolio Management.

You will support risk controls, drive process improvements, and mentor junior team members.

Qualifications

• Bachelor's degree in business, finance, or related discipline.
• Minimum five years of experience in financial services, preferably supporting institutional clients and investment management.
• Ability to manage competing priorities, meet deadlines, and work in a hybrid environment.
• Strong client-service orientation with professional communication via phone and written channels.

Responsibilities

• Serve as a primary contact for institutional clients on trade placement, processing, and settlement.
• Partner with operational teams and Portfolio Management to address client needs and escalate risks.
• Maintain current client documentation in accordance with policy.
• Identify practical solutions to improve client experience, controls, and efficiency.
• Lead or participate in process-improvement projects.
• Support training and development of junior team members and provide escalation support.

Skills

Client service

Time management

Communication

Attention to detail

Education

Bachelor's degree in business, finance, or related discipline

Job description

State Street Investment Management, the asset management division of State Street Corporation, is seeking a Client Support Senior Associate. This position reports to the Client Support Manager and is based at the John Adams Building in Quincy.

Role Overview

The Client Support Senior Associate serves as a key point of contact for institutional clients, ensuring trade-related inquiries and settlement needs are addressed accurately, promptly, and professionally. The role partners closely with teams across State Street Investment Management, including the Global Institutional Group, Portfolio Management, and operational business units, to resolve issues, manage risk, and deliver a consistently high-quality client experience.

The successful candidate will be client-focused, solutions-oriented, and able to exercise sound judgment when managing critical or time-sensitive matters. This individual will act as an extension of the Client Coverage Group while consistently adhering to established controls, policies, and procedures.

What You Will Do

• Serve as a primary contact for institutional clients, responding to inquiries related to trade placement, processing, and settlement.
• Partner with operational teams, Portfolio Management, and other internal stakeholders to address client needs, resolve issues, and escalate risks when appropriate.
• Maintain accurate and current client documentation, including Transaction Security Forms, Authorized Signer Lists, and wire instructions, in accordance with the Corporate Funds Transfer and Transaction Origination Policy (FTTOP).
• Identify and implement practical solutions that improve the client experience, strengthen controls, and enhance operational efficiency.
• Participate in, and lead when appropriate, projects and process-improvement initiatives.
• Promote adherence to documented procedures, process standards, and established risk controls.
• Support the training and development of junior team members and provide management with constructive feedback on their progress.
• Provide coverage for the Client Support Manager when needed, including issue coordination and escalation support.
• Develop strong technical knowledge of products, processes, and market practices relevant to institutional client servicing.
• Assist with quality-control reviews and help identify opportunities to improve accuracy and consistency.
• Follow established escalation protocols for operational issues, control concerns, and potentially suspicious transactions.
• Perform other responsibilities as assigned.

What We Value

• Bachelor's degree in business, finance, or a related discipline, or equivalent relevant work experience.
• Minimum of five years of experience in financial services, preferably supporting institutional clients, investment management, trade operations, or a related function.
• Proven ability to manage competing priorities, meet deadlines, and remain organized in a complex, global, and fast‑paced hybrid work environment.
• Strong client-service orientation with the ability to communicate confidently and professionally by phone and in writing.
• Effective collaborator who can build productive relationships across teams and organizational levels.
• Strong analytical, problem‑solving, and decision‑making skills, with the ability to take ownership and drive issues through resolution.
• High attention to detail and a demonstrated commitment to risk management, procedural discipline, and quality.

About State Street

What we do.

Work, Live and Grow.

Inclusion, Diversity and Social Responsibility.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range

$52,000 - $84,760 Annual

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: our 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.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work‑life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

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.

Job ID: R-800758