Operations Client Service, Associate 2

State Street; Quincy (MA); On-site; USD 42,000 - 60,000; Full time

Job summary

State Street is seeking a motivated professional to support the opening and ongoing maintenance of customer custody accounts within Global Delivery. You will thrive in a structured, process‑driven environment and collaborate with internal partners and clients to ensure accurate onboarding and timely readiness.

This role emphasizes accuracy, attention to detail, and strong client service, with duties spanning openings, market maintenance, reporting, and escalation when issues arise.

Qualifications

• Bachelor’s degree required.
• 2+ years of relevant experience in financial services or operations preferred.

Responsibilities

• Act as a point of contact between internal partners and external clients regarding local market requirements for opening securities and cash accounts.
• Prepare, review, and process foreign market account openings and amendments in accordance with established procedures.
• Partner with internal teams, clients, and sub‑custodians to ensure accounts are accurately established and ready for trading.
• Support ongoing market maintenance activities, including periodic market renewals.
• Monitor and maintain reporting related to assigned clients and markets.
• Escalate issues and potential risks to management in a timely manner.

Skills

Attention to detail

Organizational skills

Communication skills

Teamwork

Client service

Education

Bachelor’s degree

Job description

Who We Are Looking For

The Business Onboarding and Transitions team (BOaT), part of Global Business Integration within Global Delivery, is seeking a motivated, detail‑oriented professional to support the opening and ongoing maintenance of customer custody accounts. This role is well suited for an early‑career individual who thrives in a structured, process‑driven environment and values teamwork, accuracy, and client service.

Why This Role Is Important to Us

The team you will be joining is part of State Street Global Delivery (SSGD), which provides asset owners and managers access to essential financial tools that support effective investment solutions.

From core custody and fund administration to alternative asset servicing, Global Delivery plays a critical role in supporting our clients’ ability to operate and grow in global markets.

This role directly supports timely account readiness, regulatory compliance, and reliable client outcomes.

What You Will Be Responsible For

• Act as a point of contact between internal partners and external clients regarding local market requirements for opening securities and cash accounts
• Prepare, review, and process foreign market account openings and amendments in accordance with established procedures
• Partner with internal teams, clients, and sub‑custodians to ensure accounts are accurately established and ready for trading
• Support ongoing market maintenance activities, including periodic market renewals
• Monitor and maintain reporting related to assigned clients and markets
• Escalate issues and potential risks to management in a timely manner
• Assist management in achieving project milestones and meeting delivery timelines
• Work with clients to ensure required proxy and corporate event documentation is on file

What We Value

• Strong attention to detail and organizational skills
• Ability to work effectively in a fast‑paced, evolving environment
• Clear and professional communication skills, with comfort participating in calls with internal and external stakeholders
• A collaborative mindset and commitment to working as part of a client service team
• Ability to manage multiple tasks and priorities

Education & Preferred Qualifications

• Bachelor’s degree required
• 2+ years of relevant experience in financial services or operations
• Custody or onboarding experience preferred but not required

Are You the Right Candidate?

We believe diverse perspectives, experiences, and backgrounds strengthen our teams. While each role outlines key requirements, we encourage candidates who demonstrate curiosity, adaptability, and a desire to learn to apply—even if not every qualification is met.

What We Do

State Street is one of the world’s largest custodian banks, asset managers, and asset‑intelligence companies. For more than 200 years, we’ve helped clients safeguard and steward assets through innovative service, data & analytics, trading, and investment management solutions.

Work, Live, and Grow

We strive to create a supportive and inclusive workplace with competitive benefits, flexible work arrangements, and development programs designed to help employees grow and succeed.

Inclusion, Diversity & Social Responsibility

We value the diverse backgrounds and perspectives of our employees and are committed to fostering an inclusive environment where everyone can thrive. State Street is an equal opportunity and affirmative action employer.

Learn more at StateStreet.com/careers

Salary Range:

$41,600 - $60,320 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

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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-797467