Treasury Reporting Specialist: Client-Focused Delivery

State Street; Quincy (MA); On-site; USD 60,000 - 101,000; Full time

Job summary

State Street is seeking an experienced Treasury Services professional to plan, schedule, and manage the daily workflow of client relationships in our Global Delivery division in Massachusetts. You will ensure timely, accurate deliverables and apply expertise in expense administration, distributions, fund performance, and regulatory reporting.

Candidates should have a Bachelor's degree and 4–6 years of treasury services experience, with strong Excel and communication skills, and the ability to

Qualifications

• Bachelor's degree or equivalent work experience in treasury services.
• 4-6 years related treasury services experience.
• Proficiency with Excel (Intermediate) desired.

Responsibilities

• Plans, schedules, and manages the daily workflow of client relationships.
• Ensures timely and accurate deliverables for each client relationship.
• Evaluates and recommends process improvements increasing efficiency and service.
• Coordinates with other departments and escalates delays to AVP.
• Maintains strong client relationships and supports Treasury Services tasks.

Skills

Excel (Intermediate)

Communication skills

Time management

Attention to detail

Problem solving

Leadership

Education

Bachelor's Degree

Job description

State Street is seeking an experienced Treasury Services professional to plan, schedule, and manage the daily workflow of client relationships in our Global Delivery division in Massachusetts. You will ensure timely, accurate deliverables and apply expertise in expense administration, distributions, fund performance, and regulatory reporting.

Candidates should have a Bachelor's degree and 4–6 years of treasury services experience, with strong Excel and communication skills, and the ability to