Talent.com
Operations Client Service, Officer
Operations Client Service, OfficerState Street • Boston, MA, US
Operations Client Service, Officer

Operations Client Service, Officer

State Street • Boston, MA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Client Implementation Associate

As the Client Implementation Associate, you will :

Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including :

  • Client fundings for separate accounts and commingled funds
  • Client mandate changes
  • Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products
  • Client and Fund liquidations and terminations
  • In-kind contributions and withdrawals
  • Custodian and Recordkeeper changes
  • Contractual review including comments and approvals
  • Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes
  • This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event
  • Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed
  • Make adjustments to plan and execution, depending on external needs and internal business policies and standards
  • Participate in or lead projects aimed at continually improving the firm's overall business processes
  • Own, along with the Investment team, the process of implementing a client event from an investment perspective

These skills will help you succeed in this role :

  • Minimum 6 years' experience in the investment management field with specific focus on investment operations and investment experience
  • Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
  • Strong desire to continuously improve industry and investment knowledge
  • Strong project management skills
  • Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints
  • Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization
  • Ability to take a leadership role in the decision-making process and bringing parties to a consensus
  • Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives
  • Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
  • Consistent track record of successfully leading client events
  • Excellent written & verbal communications and presentation skills
  • Great teammate with a positive attitude
  • Bachelor's Degree required, with a CFA / MBA or equivalent experience preferred
  • Salary Range : $65,000 - $102,500 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.

    Job Application Disclosure : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    serp_jobs.job_alerts.create_a_job

    Client Officer • Boston, MA, US

    Job_description.internal_linking.related_jobs
    Client Implementation & Service, Officer

    Client Implementation & Service, Officer

    State Street • Quincy, MA, US
    serp_jobs.job_card.full_time
    Responsible for Corporate Action Instruction Processing and Audit.Will need to manage high risk processes that span international markets. Focus will mainly be around voluntary corporate action acti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Operations Client Service, Senior Associate

    Operations Client Service, Senior Associate

    State Street • Quincy, MA, US
    serp_jobs.job_card.full_time
    Client Service Specialist who will provide proactive management and oversight of Investment / Asset Manager relationships through daily interaction management, regular service reviews, and professi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Services Associate

    Client Services Associate

    VirtualVocations • Lowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Associate (Remote).Key Responsibilities Triage and answer inbound communication via phone, chat, e-fax, email, and portal messages Provide ordering sup...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Executive

    Client Executive

    Signers National • Boston, MA, US
    serp_jobs.job_card.full_time
    Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Clinical Pharmacist

    Travel Clinical Pharmacist

    ALOIS Healthcare • Plymouth, MA, US
    serp_jobs.job_card.full_time
    ALOIS Healthcare is seeking a travel Clinical Pharmacist for a travel job in Plymouth, Massachusetts.Job Description & Requirements. Clinical pharmacists : Assess the status of the patient's ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Services Manager

    Client Services Manager

    Apex Companies • Quincy, MA, US
    serp_jobs.job_card.part_time
    Are you highly motivated, hard-working, and seeking to join a growth-focused consulting & engineering firm? Are you looking for a company that will invest in your development and grow your professi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sales Account Executive - Remote

    Sales Account Executive - Remote

    Riverside Payments • Gloucester, Massachusetts, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Job Summary Riverside Payments is one of the largest and fastest growing merchant services companies in the nation.We give businesses the ability to accept debit and credit cards as a form of payme...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Credit and Collections - Assistant Manager

    Credit and Collections - Assistant Manager

    Vaco by Highspring • Avon, MA, US
    serp_jobs.job_card.permanent
    Vaco has partnered with our client to hire an Assistant Manager of Credit and Collections to join their team!.Assist with the credit approval process by reviewing applications, financials, and paym...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Payments Compliance Officer

    Payments Compliance Officer

    VirtualVocations • Lowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Head of Payments Compliance to lead and evolve its compliance program in financial services.Key Responsibilities Lead the design and implementation of the compliance fr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Service Manager

    Client Service Manager

    Manulife • Boston, MA, US
    serp_jobs.job_card.full_time
    Deliver high level client service through reactive and proactive communication.Respond, within service standards, to all incoming inquiries from clients and advisors. Complete plan level administrat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Client Executive

    Senior Client Executive

    VirtualVocations • Lowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Sr Principal Client Executive.Key Responsibilities Serve as a Client Executive for large, complex accounts Develop long-term relationships with client senior executive...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Services Operations Representative

    Financial Services Operations Representative

    VirtualVocations • Lowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Services Operations Representative.Key Responsibilities Perform daily account activities to process financial service requests efficiently and accurately Exe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relations Officer

    Client Relations Officer

    Securitas • Burlington, MA, US
    serp_jobs.job_card.full_time
    Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.Keep the content beautiful and high-signal to noise ratio.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Alternative Investment Services Core Operations, Officer

    Alternative Investment Services Core Operations, Officer

    State Street • Quincy, MA, US
    serp_jobs.job_card.full_time
    Officer For Quincy Office Location.We are looking for an Officer for our Quincy office location to service Private Equity Custody Clients for our Custody division of our Alternative Investment Solu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director of Client Operations

    Director of Client Operations

    VirtualVocations • Lowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Client Operations.Key Responsibilities Oversee day-to-day delivery of contracted operational services to clients Lead direct reports and manage client inqu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Proposal Operations Manager

    Proposal Operations Manager

    L3Harris Technologies • TOPSFIELD, Massachusetts, United States
    serp_jobs.job_card.full_time
    L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do.Our employees are unified in a shared dedication to our customers’ mission and quest ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Associate, Client Services

    Senior Associate, Client Services

    VirtualVocations • Lowell, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Associate, CSA-3.Key Responsibilities Provide clients with account statements, balance inquiries, and various banking documents Facilitate account maintenance, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Services Executive

    Client Services Executive

    World Wide Technology • Boston, MA, US
    serp_jobs.job_card.full_time
    Candidates must already be living in the Greater Boston or Metro NYC area.Bachelor's or Master's degree or equivalent experience. Minimum 5 years of experience selling complex Consulting Services en...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted