Operations Client Service, Officer

STATE STREET CORPORATION; Kansas City (MO); On-site; USD 60,000 - 101,000; Full time

Job summary

State Street Corporation seeks a Client Service Officer to manage client relationships and oversee daily accounting for client-sponsored investment funds. The role requires strong organization, multitasking, and independent work with high accuracy.

The position emphasizes onboarding/offboarding, KPI preparation, and proactive communication with investors, auditors, and legal personnel to deliver exceptional service across client relationships.

Qualifications

• Bachelor’s degree required.
• 5-7 years of experience in financial services.
• Strong accounting and custody knowledge with client service experience.
• Excellent communication and ability to manage multiple priorities.

Responsibilities

• Manage client relationships with client personnel and service providers.
• Review and/or preparation of various client related correspondence.
• Onboarding and offboarding of client accounts.
• Manage internal and client initiatives and projects.
• Assist in preparing client KPI’s and co-ordinate accurate reporting.
• Heavy client interaction on a daily basis.
• Maintain working relationship with all client contacts including investment professionals, auditors, lawyers and banking personnel.
• Special client projects and ensuring deadlines are met.

Skills

Client relationship management

Accounting knowledge

Custody knowledge

Communication skills

Organizational skills

Multitasking

Critical thinking

Problem solving

Decision making

Education

Bachelor’s degree

Tools

Excel

Job description

Who we are looking forWe’re looking for someone with a strong foundation in accounting and/or custody knowledge related to public investments, paired with the ability to communicate effectively with stakeholders at all levels within large client organizations. This position is hands-on and involves managing daily operations, so it’s important that the candidate is well-organized, skilled at multitasking, and comfortable working independently.Additionally, the Client Service Officer is responsible for maintaining direct relationships with clients and overseeing the daily accounting and administration of several client-sponsored investment funds. The ideal candidate should be able to balance multiple priorities while delivering exceptional service and maintaining accuracy in their work..Why this role is important to usYou will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship for asset managers globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.What you will be responsible forAs Client Service Officer you willManage client relationships with both client personnel and client service providersReview and/or preparation of various client related correspondenceOnboarding and offboarding of client accounts.Manage internal and client initiatives and projectsAssist in preparing client KPI’s and co-ordinate accurate reportingHeavy client interaction on a daily basisMaintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnelSpecial client projectsManage internal workflow and client deadlinesWhat we valueThese skills will help you succeed in this roleClient Management: Build strong client relationships and establish trust via proactive communication and understanding of client needs.Strong critical thinking, problem solving, and decision making skillsGood organizational skills and multitasking abilitiesEducation & Preferred QualificationsBachelor’s degree required5-7 years of experience in financial servicesMCH, MyStateStreet.com, and Excel knowledgeSalary Range:$60,000 - $101,250 AnnualThe 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 StreetAcross 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/careersRead our CEO StatementJob 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.