Sales and Service Client Services, Senior Associate

State Street; Quincy (MA); On-site; USD 52,000 - 88,000; Full time

Benefits offered by this job

401K with company match

Health insurance

Paid time off

Employee assistance program

Incentive compensation

Job summary

State Street is seeking a Client Service Senior Associate in the US Asset Owners division. The role serves as the primary client-contact and relationship lead, handling inquiries, coordinating with COEs and shared services to ensure timely resolution and strong service delivery.

You will liaise across business units, participate in governance and KPI reviews, and prepare materials for client meetings and implementations.

Qualifications

• Strong communication and organizational skills.
• Consultative mindset.
• Strategic and analytical thinking.
• High responsiveness.
• Ability to collaborate across organizations and levels.
• Self-motivated with strong work ethic.
• Ability to adapt to change and multitask.
• Bachelor's degree required.

Responsibilities

• Serve as the day-to-day relationship lead for multiple clients.
• Ensure client inquiries are addressed and resolved in a timely manner.
• Liaise with COEs, Shared Service teams, and other business units to resolve service and operational issues.
• Facilitate communication across service partners and clients.
• Work with shared services, outsource partners, and business units to ensure SLA compliance.
• Participate in projects, governance, oversight activities, committees, and KPI reviews.
• Keep management informed of service issues and business opportunities.
• Compile client documentation, organize meetings, and prepare presentation materials.
• Act as liaison between clients and internal departments for successful implementations.

Skills

Communication

Organization

Consultative mindset

Strategic thinking

Analytical thinking

Responsiveness

Collaboration

Self-motivation

Change & multitasking

Bachelor's degree

Education

Bachelor's degree

Job description

Who we are looking for

This is a Client Service Senior Associate role in the US Asset Owners division. The candidate will be the point of contact for multiple client relationships, manage client activities and resolve client inquiries in a timely manner. The Client Service Senior Associate will be responsible for building and maintaining strong relationships with both external clients and internal service partners, and monitor and oversee the performance of business unit shared service teams and global COEs as it relates to overall service delivery.

Senior Associate Responsibilities

• Serve as the day-to-day relationship lead for multiple clients.
• Ensure client inquiries are addressed and resolved in a timely manner.
• Liaise with COEs, Shared Service teams, and other business units to resolve service and operational issues.
• Facilitate communication across service partners and clients.
• Work with shared services, outsource partners, and business units to ensure SLA compliance.
• Participate in projects, governance, oversight activities, committees, and KPI reviews.
• Keep management informed of service issues and business opportunities.
• Compile client documentation, organize meetings, and prepare presentation materials.
• Act as liaison between clients and internal departments for successful implementations.

Skills / Qualifications

• Strong communication and organizational skills.
• Consultative mindset.
• Strategic and analytical thinking.
• High responsiveness.
• Ability to collaborate across organizations and levels.
• Self-motivated with strong work ethic.
• Ability to adapt to change and multitask.
• Bachelor's degree required.
• Minimum 2 years of related experience, preferably in financial services.

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

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.

Equal Opportunity Employer Statement

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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