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State Street

Holds assets for institutions and runs index funds

US Asset Owner Client Service Officer

Customer SuccessPosted on Nov 9
Full-timeQuincy, MA, USAIn-person

About the Job

Requirements

  • Strong communication and organizational skills.
  • A consultative mindset.
  • Strategic and analytical thinking.
  • High responsiveness.
  • Ability to collaborate across organizations and levels.
  • Self-motivation and a strong work ethic.
  • Ability to adapt to change and multitask.
  • A bachelor's degree is required.
  • A minimum of 3–5 years of related experience is required, preferably in financial services.

Responsibilities

  • Serve as the day-to-day relationship lead for multiple clients.
  • Ensure client inquiries are addressed and resolved in a timely manner.
  • Liaise with Centers of Excellence, shared service teams, and other business units to resolve service and operational issues.
  • Facilitate communication across service partners and clients.
  • Work with shared services, outsource partners, and business units to ensure service-level agreement compliance.
  • Participate in projects, governance, oversight activities, committees, and key performance indicator reviews.
  • Keep senior management informed of service issues and business opportunities.
  • Compile client documentation, organize meetings, and prepare presentation materials.
  • Act as a liaison between clients and internal departments for successful implementations.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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