Treasury Services Lead - Client Ops & Process Optimizer

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

Job summary

State Street in Quincy, MA is seeking an experienced professional to plan, schedule, and manage daily workflows across one or more client relationships within the Treasury Services group. You will focus on expense administration, distributions, fund performance, and regulatory reporting.

The role requires a Bachelor’s degree or equivalent and 4–6 years of related Treasury Services experience. You will review deliverables, coordinate with on-shore and off-shore teams, and drive improvements to

Qualifications

• Bachelor’s degree or equivalent work experience with a focus in Treasury Services work of 4-6 years of related experience.
• Experience planning, scheduling and managing the daily workflow of client relationships.
• Strong background in treasury services with concentration in expense administration, distributions, and reporting.
• Ability to review client deliverables and coordinate with cross-functional teams.

Responsibilities

• Plans, schedules, and manages the daily workflow of one or more client relationships.
• Ensures timely and accurate deliverables for each client relationship.
• Reviews Expense Administration, Distributions, Performance and Regulatory/Board Reporting deliverables.
• Coordinates activities with other departments and escalates delays as needed.
• Provides feedback for improvements and supports system enhancements.

Skills

Planning

Scheduling

Client relations

Treasury services

Expense admin

Distributions

Fund performance

Regulatory reporting

Leadership

Excel

Education

Bachelor's Degree

Job description

State Street in Quincy, MA is seeking an experienced professional to plan, schedule, and manage daily workflows across one or more client relationships within the Treasury Services group. You will focus on expense administration, distributions, fund performance, and regulatory reporting.

The role requires a Bachelor’s degree or equivalent and 4–6 years of related Treasury Services experience. You will review deliverables, coordinate with on-shore and off-shore teams, and drive improvements to