Alpha Services, Officer Client Services

State Street.
Berwyn, Pennsylvania
Not disclosed
23 Jun 2022
18 Jul 2022
Contract type
Full time
Experience level
Qualified accountant

Who we are looking for

Highly visible client-facing role managing complex business queries and supporting a variety of client business management responsibilities. The role requires proficiency on Enterprise platforms to function as a cross-client subject matter expert with extensive interaction across all internal support functions to enhance the State Street client experience.

Why this role is important to us

The team you will be joining is a part of State Street Alpha Services. Alpha Services 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 asset servicing, private equity and real estate, Alpha services 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 Client Services Officer you will

  • Manage our middle office assigned client relationships and sentiment via extensive daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues
  • Manage the change management administration and communication with clients.
  • Champion resolution of inquiries to State Street teams and follow through to ensure that client facing problems and issues are addressed.
  • Influence opportunities to increase quality, productivity and control related to the service delivery model in the Alpha space. Spearhead revised policies, procedures and processes.
  • Influence others in preparing various governance reports for our clients and for senior management.
  • Participate in internal sessions to review operational delivery of our key services and understand risks impacting our services.
  • Thorough review of monthly BAU invoice, coordinating with teams to ensure accuracy and completeness, submission of invoice to finance, and sharing invoice and all back up with client
  • Demonstrate proficiency as a experience owner and expand expertise with Enterprise 2.0 and other platforms
  • Ownership of MyStateStreet escalated issues due to client access to system and reporting.
  • Ownership of error tracking and reporting.
  • Assistance with various administrative tasks which are beneficial to the operation of the client service teams.

What we value

  • Persuade or influence internal groups, as necessary to achieve desired results.
  • Anticipate critical risks and exposures and facilitate mitigation.
  • Ultimately responsible for the success of implementation problem resolution.
  • Above average working knowledge of MySS.


  • Ability to persuade and influence colleagues at all levels.
  • Tactically use a broad array of communication vehicles to lead, direct, and facilitate client needs.
  • Excellent written and verbal communication skills


  • Oversee and recommend best practices as well as educate others on their implications.
  • Recognized authority across the organization and externally
  • Operate with minimal supervision in a complex environment
  • Company-wide impact/ influence
  • Excellent organizational skills and work ethic

Education & Preferred Qualifications

  • 6-8 years of financial services experience, in operational, technology, product management, or project capacity
  • Demonstrated team and project management capabilities, ideally in a global role
  • Strong collaboration and influencing skills
  • Strong sense of ownership and leadership
  • Ability to multi-task

Additional requirements

  • Strong experience within asset management operations is preferred
  • Intermediate experience with presentations and data analysis is a plus mainly using PowerPoint and Excel

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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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