Full-Time

Markets Financing Solutions

Client Service, Officer

Deadline 10/31/26
State Street

State Street

10,001+ employees

Asset management and custody for institutions

Compensation Overview

$120k/yr

+ Annual performance-based awards

Company Historically Provides H1B Sponsorship

Boston, MA, USA

In Person

Category
Customer Experience & Support (1)
Required Skills
Microsoft Office
Excel/Numbers/Sheets

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Requirements
  • Knowledge of Repo, Agency Lending, and Prime Brokerage.
  • Experience working with sales and operations teams to optimize revenue and client satisfaction.
  • Strong critical thinking, problem-solving, and decision-making skills.
  • Knowledge of short-term investment and financing markets.
  • Ability to innovate solutions and processes and manage multiple tasks simultaneously in a fast-paced, front-office environment.
  • Clear and effective communication, including strong speaking and writing skills.
  • Ability to foster strong internal and external relationships.
  • Highly organized with strong analytical capability.
  • Strong sense of client ownership and responsibility.
  • Ability to drive growth.
  • Proficiency in Microsoft Office, specifically Excel.
Responsibilities
  • Perform all necessary tasks to support client activity in Repo, Agency Lending, and Prime Brokerage.
  • Support relationship managers and sales teams within Financing Solutions by creating presentations, improving reporting, and managing daily client activities.
  • Work with key internal stakeholders to grow existing relationships, optimize revenue, and improve client satisfaction.
  • Interact with clients to manage queries and escalate issues professionally and in a timely manner.
  • Coordinate across Asset Services and other State Street divisions to support execution of strategic RFPs and pricing decisions, including driving change to improve these processes.
  • Understand securities lending market dynamics, anticipate potential client impact, and engage with and manage clients accordingly.
Desired Qualifications
  • Ability to build dashboards using large datasets to identify themes, present talking points to clients, and optimize daily activities.

State Street provides asset management and custody banking services for institutional investors worldwide, with State Street Global Advisors managing portfolios and offering advisory services. It generates revenue from asset management fees, transaction fees, and custody/administration fees, plus income from its own investments and lending activities. The company differentiates itself through its global scale and focus on institutional clients, offering integrated asset management, custody, administration, research, and trading across a broad network. Its goal is to help institutional clients meet their financial objectives by delivering comprehensive investment, risk management, and custody solutions on a global platform.

Company Size

10,001+

Company Stage

IPO

Headquarters

Boston, Massachusetts

Founded

1792

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Simplify Jobs

Simplify's Take

What believers are saying

  • September 9, 2026 Tim Helyar appointment strengthens Asia Pacific client growth and regulator access.
  • UCBG's September 2026 record launch expands low-cost ETF distribution and deepens UC loyalty.
  • Digital Asset Platform opens tokenized-fund demand from institutions adopting onchain settlement in 2026.

What critics are saying

  • Texas-led ESG antitrust suit against State Street remains active after Vanguard settled on February 26, 2026.
  • July 2026 restructuring cut about 900 jobs, signaling margin pressure and automation disruption.
  • SS&C's August 2026 Massachusetts case and fee compression threaten custody economics, eventually hollowing State Street's moat.

What makes State Street unique

  • State Street owns custody, servicing, and asset management across 1982-era Asia Pacific operations.
  • January 15, 2026 digital asset platform tokenizes MMFs, ETFs, and other assets.
  • September 2, 2026 UCBG launch used UC Investments' $2.5 billion anchor.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Flexible Work Hours

Remote Work Options

Professional Development Budget

Tuition Reimbursement

Paid Holidays

Employee Referral Bonus

Company News

Kalkine Media
Sep 11th, 2026
State Street Corporation Acquires 5.14% Stake in Austal Limited, Declared Substantial Holder

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Bonhill Group plc
Sep 9th, 2026
State Street names Tim Helyar as head of Asia Pacific.

State Street names Tim Helyar as head of Asia Pacific. Helyar succeeds Lochiel Crafter, who recently retired, and reports to Stefan Gmuer, head of International. 9 September 2026 State Street Corporation today appointed Tim Helyar as head of Asia Pacific, effective immediately, supporting the company's regional growth strategy. Based in Hong Kong, Helyar (pictured) will oversee State Street's Asia Pacific business strategy, partnering with country, functional and business leaders to strengthen governance, deepen client and regulator engagement and accelerate regional growth. He succeeds Lochiel Crafter, who recently retired, and reports to Stefan Gmuer, head of International. "Tim is a proven leader with deep investment services expertise and a strong track record of delivering for clients," said Gmuer, in a statement. "His regional knowledge and collaborative leadership will help advance our growth strategy across Asia Pacific, while supporting regional clients as they seek to unlock growth, gain efficiencies and seize new opportunities." Helyar has more than 27 years of financial services experience across investment services, pension, investment and wealth management. He joined State Street in 2021 and was most recently head of Australia. Previously, he was head of fund services product development for Asia Pacific at JP Morgan. "I am excited to lead State Street's Asia Pacific business at such an important time for our clients and the region," said Helyar. "Asia Pacific is one of the world's fastest-growing regions for institutional investment, and I look forward to working with our teams to support clients' growth and transformation ambitions." State Street has had a presence in Asia Pacific since 1982. With offices in Australia, Japan, China, Hong Kong SAR, Singapore, Korea, Taiwan, Malaysia, Thailand, Brunei, the Philippines, and India, State Street provides investment servicing, investment management, investment research, trading and financing to asset owners, asset managers, official institutions, insurance companies and alternative managers. MORE ARTICLES ON

Financial Standard
Sep 9th, 2026
State Street appoints head of Asia Pacific.

State Street appoints head of Asia Pacific. State Street has appointed Tim Helyar as head of Asia Pacific, effective immediately, taking the helm from Lochiel Crafter, who recently retired. Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering. Further Reading Power50. Featured profile. GLOBAL PORTFOLIO MANAGER 4D INFRASTRUCTURE It wasn't confidence that prompted Sarah Shaw to walk away from established investment houses and co-found 4D Infrastructure in 2015. It was something she believes is far more important: courage. By Vinny Vucago.

Kalkine Media
Sep 8th, 2026
State Street acquires 5.49% stake in Inghams Group through subsidiaries

State Street Corporation has acquired a 5.49% voting stake in Inghams Group Limited, becoming a substantial shareholder effective 4 September 2026. The investment firm and its subsidiaries hold relevant interest in 20,410,450 ordinary shares. The stake is held through multiple State Street entities, including State Street Bank and Trust Company, SSGA Funds Management Inc., State Street Global Advisors Trust Company, and State Street Global Advisors Australia Limited. These interests encompass securities lending arrangements, collateral securities, and investment management authority. State Street filed Form 603 on 8 September 2026, disclosing the initial substantial holding. The filing, authorised by Alok Maheshwary, lists various registered holders linked to the interests, including American Century Investment Management, Aware Super, Alaska Retirement Management Board, and several other financial institutions.

Kalkine Media
Sep 8th, 2026
State Street Corporation Acquires 5.01% Stake, Becoming Major Shareholder in Bega Cheese Limited

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