Fund Operations Associate — Client Services & KPIs

State Street; Boston (MA); On-site; USD 42,000 - 67,000; Full time

Job summary

State Street in Boston is seeking a candidate with financial services experience to join our operations team. You will manage day-to-day workflows, build and maintain client relationships, and collaborate with TA and other departments to meet service levels.

This role emphasizes ownership, accuracy, and strong organizational and analytical skills as you handle multiple tasks in a fast-paced environment and contribute to risk management and performance improvement for institutional clients.

Qualifications

• BS/BA (optional)
• 1–2 years mutual fund operations experience
• Proficient in MS Office 365 (Excel, PowerPoint, PowerBI)

Responsibilities

• Responsible for day to day operations of groups by managing workflows.
• Develop and maintain strong client relationships.
• Collaborate with other TA business units as well as other departments within State Street
• Responsible for managing client Service Level Agreements and ensuring they are met.
• Responsible for managing internal and external KPI’s and ensuring they are met.
• Work on other projects or tasks as assigned.

Skills

Financial services experience

Multitasking ability

Strong communication

Education

BS/BA (optional)

Tools

MS Office 365 (Excel, PowerPoint, PowerBI)

Job description

State Street in Boston is seeking a candidate with financial services experience to join our operations team. You will manage day-to-day workflows, build and maintain client relationships, and collaborate with TA and other departments to meet service levels.

This role emphasizes ownership, accuracy, and strong organizational and analytical skills as you handle multiple tasks in a fast-paced environment and contribute to risk management and performance improvement for institutional clients.