Operations Client Service, Associate 2

State Street.
North Quincy, Massachusetts
Not disclosed
06 May 2022
06 Jun 2022
Contract type
Full time
Experience level
Qualified accountant

Who we are looking for

Motivated and energetic Client Service professional to serve as a member of the Retiree Services Client Service team. This individual acts as a point of contact for operational and day-to-day activities for benefit payment processing for on-shore clients. This role is client facing and includes daily contact with internal and external partners, clients, Centers of Excellence and Business Unit Shared Service teams.

Why this role is important to us 

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As a Client Service Associate 2, you will: 

  • Act as operational day to day contact in client facing role.
  • Maintain functional and technical knowledge across multiple disciplines to enable handling of client inquiries
  • Support service delivery for operational and risk activities i.e. benefit payment processing, inquiry resolution, requests, account administration activities, online application support, and monitor receivables/billing collections
  • Support management in servicing client relationships and client operations i.e. research/resolve exceptions, communicate resolution effectively to clients,
  • Manage risk by maintaining knowledge of and adhering to SOPs and alternate procedures and processes
  • Handle clients, divisions, corporate operations/ strategies as confidential information according to corporate policy
  • Produce data to accurately create and maintain scorecards, metrics, risk/compliance and client service reporting
  • Resolve issues and prioritize actions in the absence of the direct manager

What we value 

These skills will help you succeed in this role 

  • Excellent verbal and written communications
  • Identify and report all risk and compliance issues, breaches and suspicious activities
  • Work in conjunction with individuals on the team as well as other business units, shared services/COEs, outsource partners, external clients as needed to resolve issues/discrepancies and ensure client satisfaction through seamless processing, accuracy, and adherence to all SLAs/internal standards/guidelines
  • Work collaboratively with teams and management across the company on various projects, oversight, committees, KPIs, etc.
  • Liaise with COE's, shared service teams and other business units as required to escalate and resolve client's service/ operational issue
  • Education & Preferred Qualifications
  • Bachelor’s degrees or equivalent is preferred.
  • Must have financial services experience, preferably with accounting and custody exposure
  • Strong customer service, communication, organizational and problem solving skills.
  • Must be able to prioritize activities and work well under pressure.
  • Comfortable leading and motivating others.
  • Excellent analytical and problem solving skills.
  • Excellent verbal and written communication skills

Additional requirements

This role will require an additional government background investigation in order to gain access to systems.

About State Street 

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

COVID-19 Protocols: Complying with State Street’s COVID-19 protocols is a condition of employment. Those requirements may vary depending on circumstances and legal requirements, and may include, without limitation, a requirement to be vaccinated (or have an accommodation), to disclose vaccination status, to provide evidence of vaccination status, etc.

For further information, and to apply, please visit our website via the “Apply” button below.

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