Sales and Service Client Services, Officer

Who we are looking for We are looking for a candidate with strong knowledge of mutual fund servicing who can communicate effectively with clients and management at all levels. The ideal candidate is organized, able to manage multiple priorities, think independently, and maintain direct client relationships.

Why this role is important to us The team you will join plays a key role in the organization’s success. Institutional investors around the world rely on us to help manage risk, respond to challenges, and improve performance and profitability.

In this role, you will help deliver practical, scalable solutions, build resilience, and support high-quality day-to-day execution. Join us if you are ready to make an impact in the financial services industry from day one. What you will be responsible for As an Officer, you will: Manage relationships with client personnel Review and prepare client-related correspondence Partner with internal teams on client deliverables, including financial statements and daily Net Asset Value calculations Engage with clients regularly to address needs and questions Maintain strong working relationships with client contacts, including investment professionals, auditors, lawyers, and banking personnel Review and manage legal documents Special client projects Manage internal workflow and client deadlines What we value These skills will help you succeed in this role Strong critical thinking, problem solving, and decision making skills Good organizational skills Good communication skills Education & Preferred Qualifications 3-5 Years of Accounting experience 5-7 Years of Managing a team 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 . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.

Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers Read our CEO Statement 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.