Markets Financing Solutions – Client Service, Officer

State Street; Boston (MA); On-site; USD 108,000 - 132,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Employee Assistance Program

Incentive compensation

Job summary

State Street is seeking a motivated professional to join the Financing Solutions Client Service team, supporting Repo, Agency Lending and Prime Brokerage to ensure smooth daily servicing for institutional clients.

The role emphasizes collaboration with sales and operations, dashboard creation from large datasets, and driving client satisfaction while growing existing relationships in a fast-paced front-office environment.

Qualifications

• Knowledge of Repo, Agency Lending and Prime Brokerage.
• Experience collaborating with sales/operations to optimize revenue and client satisfaction.
• Strong critical thinking, problem-solving and decision-making skills.
• Knowledge of short-term investment and financing markets.
• Highly analytical with ability to innovate data-driven solutions.

Responsibilities

• Perform tasks to support client activity in Repo, Agency Lending and Prime Brokerage
• Support relationship managers and sales teams to create a seamless servicing model, including presentations, improved reporting, and daily client activities
• Work with internal stakeholders to grow relationships, optimize revenue and improve client satisfaction
• Interact with clients to manage queries and escalate issues professionally and timely
• Coordinate across Asset Services and other divisions to support strategic RFPs and pricing decisions
• Understand securities lending market dynamics and anticipate potential client impact

Skills

Repo/Agency Lending/Prime Brokerage

Sales & operations collaboration

Critical thinking

Short-term financing markets

Analytical mindset

Multitasking in front office

Dashboard data analysis

Tools

Microsoft Excel

Job description

We are looking for a motivated individual to join our client service team looking after our Repo, Agency Lending and Prime Brokerage businesses. State Street’s presence in securities lending is long-standing. In that time, we have built a long and enviable list of clients, spanning the very top tier of asset owners, pension funds, insurance companies, sovereign entities, and alternative clients. This will be an opportunity to join a new group within Markets Financing Solutions – Client Service. This individual will have a role to support our clients’ daily servicing needs in the financing products. As such, ensuring that our client-facing organization is operating smoothly and delivering for our clients is of paramount importance.

Why this role is important to us

The team you will be joining is a part of State Street Markets (SSM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to the SSM business unit. As our investment research and trading arm, SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.

Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

What you will be responsible for

As Financing Solutions Client Service Representative, you will:

• Perform all necessary tasks to support client activity in Repo, Agency Lending and Prime Brokerage
• Support the relationship managers and sales teams within Financing Solutions to create a seamless servicing model, including creation of presentations, improve reporting, and manage daily client activities
• Work with key internal stakeholders to grow our existing relationships, optimize revenue and improve client satisfaction
• Interact with clients to manage queries and elevate issues professionally and in a timely manner
• Coordinate across Asset Services and other State Street divisions to support execution of strategic RFPs and pricing decisions, including driving change to improve these processes
• Understand securities lending market dynamics, anticipate any potential client impact, engage with and manage clients accordingly.

What we value

These skills will help you succeed in this role:

• Knowledge of Repo, Agency Lending, and Prime Brokerage.
• Experience working with sales and operations teams to optimize revenue and client satisfaction
• Strong critical thinking, problem-solving, and decision-making skills.
• Knowledge of short-term investment and financing markets.
• Highly analytical who can innovate solutions and processes
• Ability to manage multiple tasks simultaneously in a fast – paced, front office environment
• Ability to build dashboards using large datasets to identify themes, present talking points to clients, and optimise daily activities will be a distinct advantage.

Additional requirements

• Clear and effective communication is essential – excellent speaking and writing skills are a must
• Ability of foster strong internal and external relationships
• Highly organized and strong analytical capability
• Strong sense of client ownership and responsibility
• Ability to drive growth
• Proficiency in Microsoft office, specifically Excel

Salary Range:

$120,000 - $120,000 Annual

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

• 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)
• 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.