Sales and Service Client Services, AVP

State Street; Quincy (MA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, and vision insurance

Paid time off including vacation and a

Long-term disability

Employee Assistance Program

Incentive compensation

Tax advantaged savings plans

Job summary

State Street seeks a Client Service Manager to serve as the primary operational contact for assigned clients, ensuring high-quality service delivery. You will coordinate cross-functional support, manage inquiries and escalations, and drive continuous improvement with operations, product, technology, risk, and relationship teams.

You will help onboard clients, monitor performance metrics, and lead remediation efforts while maintaining strong client relationships in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in client service, relationship management, operations, fund services, asset servicing, or financial services.
• Strong communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated ability to influence and coordinate across multiple teams.
• Strong analytical skills and attention to detail.
• Proven ability to manage client relationships and effectively resolve issues.

Responsibilities

• Serve as the primary point of contact for client service and operational matters.
• Build and maintain strong client relationships through proactive communication and engagement.
• Coordinate resolution of client inquiries, issues, and operational escalations.
• Monitor service delivery, client satisfaction, key performance indicators, and operational trends.
• Lead client remediation efforts and drive resolution of service concerns.
• Coordinate client onboarding activities, fund openings, closures, and business change requests.
• Facilitate cross-functional collaboration among Operations, Technology, Product, Risk, and Relationship Management teams.
• Support client due diligence meetings, operational reviews, and governance forums.
• Provide status reporting and communication on open items, initiatives, and service enhancements.
• Identify opportunities to improve client experience, operational efficiency, and service delivery. Support audits, risk management activities, and regulatory or compliance-related initiatives as required.

Skills

Communication

Organization

Problem-solving

Influence across teams

Analytical skills

Education

Bachelor's degree or equivalent experience

Job description

The Client Service Manager serves as the operational contact for assigned clients and is responsible for delivering a high-quality client experience. The role oversees client service delivery, coordinates cross-functional support teams, manages client inquiries and escalations, and drives continuous improvement initiatives. This position partners closely with operations, product, technology, relationship management, and risk teams to ensure client needs are met and service commitments are achieved.

Key Responsibilities

• Serve as the primary point of contact for client service and operational matters.
• Build and maintain strong client relationships through proactive communication and engagement.
• Coordinate resolution of client inquiries, issues, and operational escalations.
• Monitor service delivery, client satisfaction, key performance indicators, and operational trends.
• Lead client remediation efforts and drive resolution of service concerns.
• Coordinate client onboarding activities, fund openings, closures, and business change requests.
• Facilitate cross-functional collaboration among Operations, Technology, Product, Risk, and Relationship Management teams.
• Support client due diligence meetings, operational reviews, and governance forums.
• Provide status reporting and communication on open items, initiatives, and service enhancements.
• Identify opportunities to improve client experience, operational efficiency, and service delivery.Support audits, risk management activities, and regulatory or compliance-related initiatives as required.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in client service, relationship management, operations, fund services, asset servicing, or financial services.
• Strong communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated ability to influence and coordinate across multiple teams.
• Strong analytical skills and attention to detail.
• Proven ability to manage client relationships and effectively resolve issues.

Salary Range

$80,000 - $140,000 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)
• 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.