Who we are looking forWe're looking for someone with a strong foundation in accounting and/or custody knowledge related to public investments, paired with the ability to communicate effectively with stakeholders at all levels within large client organizations. This position is hands-on and involves managing daily operations, so it's important that the candidate is well-organized, skilled at multitasking, and comfortable working independently.
Additionally, the Client Service Officer is responsible for maintaining direct relationships with clients and overseeing the daily accounting and administration of several client-sponsored investment funds. The ideal candidate should be able to balance multiple priorities while delivering exceptional service and maintaining accuracy in their work..
What you will be responsible forAs Client Service Officer you will
- Manage client relationships with both client personnel and client service providers
- Review and/or preparation of various client related correspondence
- Onboarding and offboarding of client accounts.
- Manage internal and client initiatives and projects
- Assist in preparing client KPI's and co-ordinate accurate reporting
- Heavy client interaction on a daily basis
- Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel
- Special client projects
- Manage internal workflow and client deadlines
What we value These skills will help you succeed in this role
- Client Management: Build strong client relationships and establish trust via proactive communication and understanding of client needs.
- Strong critical thinking, problem solving, and decision making skills
- Good organizational skills and multitasking abilities
Education & Preferred Qualifications- Bachelor's degree required
- 5-7 years of experience in financial services
- MCH and Excel knowledge
Salary Range: $65,000 - $113,750 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
