Officer - Client Service

State Street.
North Quincy, Massachusetts
Not disclosed
12 Aug 2022
07 Sep 2022
Contract type
Full time
Experience level
Qualified accountant

Who we are looking for

Manage client relationships and responsible for ensuring all day to day activity has been processed by the Shared Service Teams. Funds include Mutual Funds, Group Trusts, Collective Trusts, Partnerships and Canadian Based Trust Funds. He/she will also assist the Shared Service Teams on any day to day issues or problem resolution with the Funds as necessary interacting internally and externally.

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 an officer in client service you will

  • Reviews and verifies accounting, pricing and custody activity for a high growth full service US and Canadian based Client.
  • Assists other shared service teams with problem resolution; collaborate with teams to achieve common goal in supporting Client
  • Work directly with the Client contacts and build relationships with both US and Canada based Client teams.
  • Manage quarterly or annual audit cycles, interact with external audit firms, client and internal Fund Administration Teams.
  • Train new associate hires.
  • Requires solid understanding of Accounting and General Ledgers in order to research and review the accuracy of Fund activities.
  • Complies with internal bank and client processes.
  • Project orientated tasks as assigned.

What we value

These skills will help you succeed in this role

  • Strong critical thinking, problem solving, and decision making skills
  • Ability to multi-task and enjoys working directly with clients, and being the face of the company from a client perspective

Education & Preferred Qualifications

  • Bachelors degree preferred
  • Minimum of 5 years’ experience
  • Familiarity with Microsoft applications (excel, word, powerpoint, etc)

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.

In compliance with the U.S. federal government Executive Order 14042, State Street requires vaccination against COVID-19 as a condition of employment in the United States. If you accept this position, you will be required to substantiate that you are vaccinated, or that you are legally entitled to a religious or medical exemption

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

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