North America Client Services & Client Portal, Sr. Associate - State Street Investment Management

State Street Corporation

Boston (MA)

Vor Ort

USD 52.000 - 88.000

Vollzeit

Vor 9 Tagen

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Benefits dieser Stelle

401K with company match

Insurance coverage: medical, dental, 1

Paid time off including vacation and s

Employee Assistance Program

Performance-based awards

Tax-advantaged savings plans

Zusammenfassung

State Street Corporation seeks a Client Service Support Partner to collaborate with Sales and internal teams, ensuring a seamless client experience and timely resolution of issues. You will coordinate with technology and operations to enhance client portal use and efficiency.

The role emphasizes strong communication, stakeholder management, and experience in asset management or related financial services, with a focus on improving service quality across global teams.

Qualifikationen

Bachelor's degree in Finance, Economics, Business Administration, or related field.
3–5 years of experience within asset management, investment servicing, wealth management, or a related client-facing environment.
Experience supporting institutional investors, consultants, intermediaries, or retirement clients is preferred.
Experience supporting client-facing technology platforms, digital channels, or portal solutions is highly desirable.
Excellent verbal and written communication skills.
Strong organizational and project coordination capabilities.
Proficiency in Microsoft Office applications, including Excel and PowerPoint.

Aufgaben

Client Service Support Partner with Sales and internal stakeholders to deliver a seamless client experience and meet client needs.
Identify, escalates, and help resolve service issues and potential risks in a timely manner.
Coordinate with Technology and Operations teams to resolve client issues; improve portal adoption and client experience.

Kenntnisse

Client service

Communication skills

Organizational skills

Stakeholder management

Microsoft Office

Excel

PowerPoint

Ausbildung

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

Microsoft Office

Excel

PowerPoint

Jobbeschreibung

Key Responsibilities

Client Service Support Partner with Sales and internal stakeholders to deliver a seamless client experience and meet client needs. Identify, escalates, and help resolve service issues and potential risks in a timely manner. Contribute to client support activities, including, but not limited to:

Client Reporting queries and amendments
Liaising with Investment Operations (e.g., Shareholder services of authorized signatories list updates)
Supporting TPRM process and 3rd party / vendor management
Supporting ad-hoc pooled fund communications
Supporting non-portal, operational, client inquiries

Client Portal Support

Coordinate with Technology and Operations teams to resolve client issues. Leverage client feedback and usage insights to improve portal adoption, functionality, and overall client experience. Maintain user documentation and training resources.

Operational Excellence & Continuous Improvement

Support initiatives to enhance client experience, service quality, operational efficiency. Monitor service trends, issues, client feedback, and help identify opportunities for improvement. Collaborate with global Client Services teams to share best practices and promote consistent service delivery.

Qualifications & Experience

Bachelor's degree in Finance, Economics, Business Administration, or related field.
3-5 years of experience within asset management, investment servicing, wealth management, financial services, or a related client-facing environment.
Experience supporting institutional investors, consultants, intermediaries, or retirement clients is preferred.
Experience supporting client-facing technology platforms, digital channels, or portal solutions is highly desirable.
Excellent verbal and written communication skills.
Strong organizational and project coordination capabilities.
Demonstrated problem-solving and stakeholder management skills.
Proficiency in Microsoft Office applications, including Excel and PowerPoint.

Salary Range

Salary Range: $52,000 - $87,880 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.

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)
and, eligibility for certain tax advantaged savings plans.

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.

Equal Opportunity Employer

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.

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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.