Senior Client Relations Manager, Operations

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

Job summary

State Street in Boston, MA is seeking a senior client relationship professional to manage medium to large accounts and support VPs/SVPs with complex relationships across the Institutional Services function.

The role focuses on strategic relationship management, client advocacy, issue resolution, and coordination with internal teams to deliver superior service and identify new business opportunities. A BS/BA with 7+ years in financial services is expected.

Qualifications

• Experience managing large client accounts is required.
• Strong communication and presentation skills are a must.
• 7+ years of related experience in financial services preferred.

Responsibilities

• Responsible for the day to day management and successful long-term relationships of assigned accounts.
• Relationships individually managed are generally large sized.
• Begins to focus on strategic aspects of maintaining and growing long-term relationships.
• Ensures superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved. Proactive identification of client needs and potential internal issues impacting client satisfaction.
• Works closely with internal teams and clients. Facilitates communication between Client Service Operations & other business units to ensure an effective operating environment. Works with senior management keeping them informed of new developments, service issues, and new business opportunities.
• May be responsible for client retention and revenue expansion through existing services and cross sell. Identifies potential barriers to exit through strategic value-added services.
• May be asked to develop and present fee proposals to VP or SVP for review and approval. May negotiate fees on relationships individually managed. Ensures fee schedules are properly implemented, and receivables are collected in a timely manner.
• Provides overall project management for client related initiatives. Acts as a liaison between business units to ensure successful implementation. Manages internal and client expectations.
• Manages conversion/start-up of new client relationships with input/contact from VP or SVP.
• Prepares internal risk and compliance profiles, responds to inquiries from client auditors and periodically reviews client invoices for accuracy.

Skills

Relationship management

Verbal and written communication

Presentations

Leadership

Education

BS/BA degree

Job description

State Street in Boston, MA is seeking a senior client relationship professional to manage medium to large accounts and support VPs/SVPs with complex relationships across the Institutional Services function.

The role focuses on strategic relationship management, client advocacy, issue resolution, and coordination with internal teams to deliver superior service and identify new business opportunities. A BS/BA with 7+ years in financial services is expected.