Client Service, Associate 2 at State Street

Posted in General Business 4 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: quincy, Massachusetts





Job Description:


  • Act as operational day to day contact in client facing role.

  • Maintain functional and technical knowledge across multiple disciplines to enable handling of client inquiries

  • Support service delivery for operational and risk activities i.e. benefit payment processing,  inquiry resolution, requests, account administration activities, online application support, and monitor receivables/billing collections

  • Support management in servicing client relationships and client operations i.e. research/resolve exceptions,     communicate resolution effectively to clients,

  • Manage risk by maintaining knowledge of and adhering to SOPs and alternate procedures and processes

  • Handle clients, divisions, corporate operations/ strategies as confidential information according to corporate policy

  • Produce data to accurately create and maintain scorecards, metrics, risk/compliance and client service reporting

  • Resolve issues and prioritize actions in the absence of the direct manager

  • Support cross-selling efforts

  • Identify and report all risk and compliance issues, breaches and suspicious activities

  • Act in accordance with Risk Excellence as part of our Way Ahead foundation

  • Perform other duties as required


  • Work in conjunction with individuals on the team as well as other business units, shared services/COEs, outsource partners, external clients as needed to resolve issues/discrepancies and ensure client satisfaction through seamless processing, accuracy, and adherence to all SLAs/internal standards/guidelines

  • Work collaboratively with teams and management across the company on various projects, oversight, committees, KPIs, etc.

  • Liaise with COE's, shared service teams and other business units as required to escalate and resolve client's service/ operational issue

  • Bachelor’s degrees or equivalent.

  • Must have two years of financial services experience, preferably with accounting and custody exposure, and knowledge of financial market activities and transactions.

  • Strong customer service, communication, organizational and problem solving skills.

  • Must be able to prioritize activities and work well under pressure.

  • Comfortable leading and motivating others.

  • Excellent analytical and problem solving skills.

  • A strong understanding of domestic and international markets.

  • Experience with Fixed Income, Equity and Derivative Securities.

  • Excellent verbal and written communication skills.





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