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

State Street Investment Management; Boston (MA); Sur place; USD 52 000 - 88 000; Plein temps

Avantages offerts par ce poste

401K with company match

Medical, dental, vision insurance

Paid time off and holidays

Résumé du poste

State Street Investment Management seeks a Client Services & Client Portal Sr. Associate to support North American clients and portal activities, working with Sales and internal partners to deliver a seamless client experience.

You will help maintain portal documentation, drive adoption through feedback insights, and contribute to continuous improvement of service quality, while collaborating with global teams to share best practices.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 3-5 years of experience in asset management, investment servicing, wealth management, or related client-facing environment.
• Experience supporting institutional investors, consultants, or retirement clients preferred.
• Experience with client-facing technology platforms or portals is highly desirable.
• Strong communication, organization, and stakeholder management skills.

Responsabilités

• Support North American clients and Client Portal activities to deliver seamless service.
• Partner with Sales and internal stakeholders to meet client needs and resolve issues.
• Coordinate with Technology and Operations to resolve portal issues and improve adoption.
• Monitor client feedback and service trends to identify improvement opportunities.
• Collaborate with global Client Services teams to share best practices.

Connaissances

Client servicing

Stakeholder management

Project coordination

Communication skills

Microsoft Office

Formation

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

Outils

Excel

PowerPoint

MS Office

Description du poste

We are seeking a client-focused, proactive, and highly collaborative individual to support North American clients and Client Portal activities. Working closely with Sales and internal stakeholders, the role helps deliver a seamless client experience through effective coordination, problem-solving, and service support.

Why This Role Is Important

The Client Services & Client Portal Sr. Associate will play an important role in delivering a scalable, client-centric service model for North American clients, combining day-to-day client servicing with support for the Client Portal and broader digital client experience.

Key Responsibilities

Client Service Support

• Partner with Sales and internal stakeholders to deliver a seamless client experience and meet client needs.
• Identify, elevate, 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

$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.

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.

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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.

Job ID: R-799618