Advisor Support and Experience Service Professional, Officer - Wealth Custody & Clearing

Role Description & Opportunity State Street Wealth Custody and Clearing is seeking a Service Professional to support the delivery of a high-quality, relationship-focused service experience for our RIA clients and their end investors. This role is an entry-level to early-career position within the advisor support model, assisting as a supporting point of contact for service inquiries while helping ensure consistent, accurate, and timely resolution across service channels.

The Service Professional operates within a modern, omni-channel service environment (phone, email, and digital platforms) and builds foundational knowledge in State Street’s service model through daily interactions. This individual will develop client service skills, operational understanding, and sound judgment under guidance to resolve issues, support transactions, and assist State Street’s RIA partners.

This role offers the opportunity to gain foundational experience across custody operations, financial products, and service workflows, while contributing to a scalable, technology-enabled service model leveraging platforms such as Salesforce Service Cloud and AI-assisted tools. It is ideal for individuals early in their careers who are motivated to learn, grow, and deliver strong client service.

Key Responsibilities Serve as a front-line support resource for RIA partners, handling inbound inquiries via phone, email, and digital channels with guidance as needed

Deliver accurate and timely responses with oversight where appropriate to client requests, including account servicing and general inquiries

Assist with financial transactions and service requests across asset classes (e.g., equities, mutual funds, fixed income, cash movements), ensuring accuracy and compliance under supervision

Escalate more complex issues appropriately, partnering with senior team members and specialized teams as needed

Provide clear and professional communication to clients, focusing on clarity and learning best practices

Support onboarding, account maintenance, and documentation workflows in alignment with regulatory and operational requirements

Use Salesforce Service Cloud (and related tools) to log, update, and track cases; maintain accurate documentation of client interactions

Contribute to effective case management, including adherence to service level agreements (SLAs) and follow-through with support from senior team members

Collaborate with internal partners to support service delivery and learn cross-functional processes

Identify basic trends or recurring issues and escalate insights to team leadership

Support adoption of digital and self-service tools by assisting clients and learning platform capabilities

Participate in team initiatives focused on continuous improvement and professional development

Required

Skills & Qualifications 0–2 years of experience (or internships) in financial services, client service, or related fields

Series 7 license not required at hire; willingness to obtain preferred

Strong interest in delivering high-quality service in a client-facing role Basic understanding of financial products or willingness to learn

Developing problem-solving skills with ability to follow defined processes and seek guidance when needed

Strong verbal and written communication skills with a focus on clarity and professionalism

Ability to manage multiple tasks with attention to detail in a fast-paced environment

Comfort working in structured, regulated environments with defined processes

Familiarity with technology platforms; prior CRM experience is a plus but not required

Ability to work effectively as part of a team and learn from peers and leaders

Strong organizational skills and commitment to accuracy and documentation

Demonstrated willingness to learn new systems, products, and workflows

Client-focused mindset with a professional and positive attitude

Education

Bachelor’s degree required or equivalent relevant experience

Preferred Qualifications Internship or entry-level exposure to financial services or client support environments

Familiarity with omni-channel service models (phone, email, chat, digital portals)
Interest in learning case management or workflow…